Hughes Financial Services’s iShares TIPS Bond ETF TIP Stock Holding History

Hughes Financial Services’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	$358K	Sell	3,367 -20,937	-86%	-$2.24M	0.05%	61
2026 Q2	$2.66M	Buy	24,304 +1,119	+5%	+$124K	0.35%	27
2026 Q1	$2.56M	Sell	23,185 -274	-1%	-$30.3K	0.39%	26
2025 Q4	$2.58M	Buy	23,459 +236	+1%	+$26.2K	0.41%	27
2025 Q3	$2.58M	Buy	23,223 +1,244	+6%	+$137K	0.41%	26
2025 Q2	$2.42M	Buy	21,979 +73	+0.3%	+$7.96K	0.42%	26
2025 Q1	$2.42M	Buy	21,906 +192	+0.9%	+$20.9K	0.47%	23
2024 Q4	$2.31M	Buy	+21,714	New	+$2.35M	0.48%	23

Other funds holding TIP

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

Viewpoint Investment Partners Calgary, Alberta, Canada $319M AUM 12.4% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

Arbor Investment Advisors Winston Salem, North Carolina $877M AUM 11.22% 1-Year Est. Return

3EDGE Asset Management Naples, Florida $2.35B AUM 10.58% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Hughes Financial Services's TIP Position: Q3 2026 in Review

Hughes Financial Services reduced its iShares TIPS Bond ETF (TIP) stake by 86% in Q3 2026, selling an estimated $2.24M and leaving 3,367 shares worth $358K. The position accounts for 0.05% of the portfolio, ranked #61.

Hughes Financial Services first reported a position in TIP in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.66M in Q2 2026. 503 funds tracked by Wall St. Rank hold TIP as of Q3 2026.

Hughes Financial Services held 3,367 shares of iShares TIPS Bond ETF worth $358K as of Q3 2026.
Hughes Financial Services sold 20,937 iShares TIPS Bond ETF shares in Q3 2026, an estimated $2.24M.
iShares TIPS Bond ETF made up 0.05% of Hughes Financial Services's portfolio in Q3 2026, its #61 holding.
Hughes Financial Services first reported a position in iShares TIPS Bond ETF in Q4 2024 and has held it in 8 quarters since.
Hughes Financial Services's iShares TIPS Bond ETF position peaked at $2.66M in Q2 2026.
503 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2026.

Based on Hughes Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.