James Hambro & Partners’s iShares TIPS Bond ETF TIP Stock Holding History

James Hambro & Partners’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	$818K	Hold	7,865	–	–	0.03%	43
2026 Q2	$861K	Sell	7,865 -120	-2%	-$13.3K	0.03%	39
2026 Q1	$881K	Buy	+7,985	New	+$884K	0.03%	37
2020 Q3	–	Sell	-1,926	Closed	-$237K	–	60
2020 Q2	$237K	Sell	1,926 -2,308	-55%	-$281K	0.04%	50
2020 Q1	$500K	Buy	4,234 +1,283	+43%	+$151K	0.1%	35
2019 Q4	$344K	Hold	2,951	–	–	0.06%	47
2019 Q3	$343K	Buy	+2,951	New	+$343K	0.07%	43
2019 Q1	$270K	Buy	+2,391	New	+$265K	0.08%	44

Other funds holding TIP

Mather Group Chicago, Illinois $11.8B AUM 12.84% 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

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

James Hambro & Partners's TIP Position: Q3 2026 in Review

James Hambro & Partners held its iShares TIPS Bond ETF (TIP) position steady in Q3 2026 at 7,865 shares worth $818K. The position accounts for 0.03% of the portfolio, ranked #43.

James Hambro & Partners first reported a position in TIP in Q1 2019 and has held it in 8 quarters since. The position peaked at $881K in Q1 2026. 443 funds tracked by Wall St. Rank hold TIP as of Q3 2026.

James Hambro & Partners held 7,865 shares of iShares TIPS Bond ETF worth $818K as of Q3 2026.
James Hambro & Partners left its iShares TIPS Bond ETF share count unchanged in Q3 2026.
iShares TIPS Bond ETF made up 0.03% of James Hambro & Partners's portfolio in Q3 2026, its #43 holding.
James Hambro & Partners first reported a position in iShares TIPS Bond ETF in Q1 2019 and has held it in 8 quarters since.
James Hambro & Partners's iShares TIPS Bond ETF position peaked at $881K in Q1 2026.
443 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2026.

Based on James Hambro & Partners's 13F filing for Q3 2026, filed 19 Oct 2026.