Hegarty Advisors
TIP icon

Hegarty Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Hegarty Advisors’s Portfolio TIP Stock Details TIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$292K Buy
2,808
+47
+2% +$5.02K 0.18% 57
2026
Q2 		$302K Sell
2,761
-178
-6% -$19.7K 0.21% 55
2026
Q1 		$324K Hold
2,939
– – 0.26% 49
2025
Q4 		$323K Buy
+2,939
New +$326K 0.28% 45

Other funds holding TIP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
GenTrust
GenTrust Miami, Florida $2.65B AUM 11.42% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

Hegarty Advisors's TIP Position: Q3 2026 in Review

Hegarty Advisors increased its iShares TIPS Bond ETF (TIP) stake by 1.7% in Q3 2026, buying an estimated $5.02K and bringing the position to 2,808 shares worth $292K. The position accounts for 0.18% of the portfolio, ranked #57.

Hegarty Advisors first reported a position in TIP in Q4 2025 and has held it in 4 quarters since. The position peaked at $324K in Q1 2026. 677 funds tracked by Wall St. Rank hold TIP as of Q3 2026.

  • Hegarty Advisors held 2,808 shares of iShares TIPS Bond ETF worth $292K as of Q3 2026.
  • Hegarty Advisors bought 47 iShares TIPS Bond ETF shares in Q3 2026, an estimated $5.02K.
  • iShares TIPS Bond ETF made up 0.18% of Hegarty Advisors's portfolio in Q3 2026, its #57 holding.
  • Hegarty Advisors first reported a position in iShares TIPS Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • Hegarty Advisors's iShares TIPS Bond ETF position peaked at $324K in Q1 2026.
  • 677 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2026.

Based on Hegarty Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.