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Horizons Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History

Horizons Wealth Management’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 		$6.15M Buy
+59,100
New +$6.32M 3.83% 7
2026
Q1 		$6.26M Buy
56,764
+366
+0.6% +$40.5K 4.11% 7
2025
Q4 		$6.2M Buy
56,398
+444
+0.8% +$49.3K 4.06% 7
2025
Q3 		$6.22M Buy
55,954
+1,498
+3% +$165K 4.24% 6
2025
Q2 		$5.99M Sell
54,456
-861
-2% -$93.9K 4.27% 6
2025
Q1 		$6.15M Buy
55,317
+1,644
+3% +$179K 4.57% 6
2024
Q4 		$5.72M Buy
53,673
+1,801
+3% +$195K 4.36% 6
2024
Q3 		$5.73M Buy
51,872
+139
+0.3% +$15.1K 4.4% 6
2024
Q2 		$5.55M Sell
51,733
-12,789
-20% -$1.36M 4.39% 6
2024
Q1 		$6.94M Hold
64,522
– – 4.54% 6
2023
Q4 		$6.94M Buy
64,522
+3,628
+6% +$379K 4.54% 6
2023
Q3 		$6.32M Buy
60,894
+2,616
+4% +$277K 4.61% 7
2023
Q2 		$6.27M Buy
58,278
+924
+2% +$101K 4.45% 7
2023
Q1 		$6.32M Buy
57,354
+3,571
+7% +$386K 4.64% 7
2022
Q4 		$5.73M Sell
53,783
-166
-0.3% -$17.7K 4.58% 7
2022
Q3 		$5.66M Buy
53,949
+329
+0.6% +$37.3K 5.21% 7
2022
Q2 		$6.2M Buy
+53,620
New +$6.36M 5.07% 7

Other funds holding TIP

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
KWMG LLC
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
CC
Cypress Capital Franklin, Tennessee $377M AUM 11.3% 1-Year Est. Return
VIS
Vertex Investment Solutions Chiyoda-Ku $137M AUM 0.07% 1-Year Est. Return
RTD Financial Advisors
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Horizons Wealth Management's TIP Position: Q3 2026 in Review

Horizons Wealth Management opened a new position in iShares TIPS Bond ETF (TIP) in Q3 2026: 59,100 shares worth $6.15M. The stake represents 3.83% of the portfolio and ranks #7 among its holdings. This is a return to the name: Horizons Wealth Management previously reported a position in TIP as recently as Q1 2026.

Horizons Wealth Management first reported a position in TIP in Q2 2022 and has held it in 17 quarters since. The position peaked at $6.94M in Q1 2024. 222 funds tracked by Wall St. Rank hold TIP as of Q3 2026.

  • Horizons Wealth Management held 59,100 shares of iShares TIPS Bond ETF worth $6.15M as of Q3 2026.
  • iShares TIPS Bond ETF was a new Horizons Wealth Management position in Q3 2026.
  • iShares TIPS Bond ETF made up 3.83% of Horizons Wealth Management's portfolio in Q3 2026, its #7 holding.
  • Horizons Wealth Management first reported a position in iShares TIPS Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • Horizons Wealth Management's iShares TIPS Bond ETF position peaked at $6.94M in Q1 2024.
  • 222 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2026.

Based on Horizons Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.