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

Jeppson 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 		– Sell
-4,602
Closed -$504K – 253
2026
Q2 		$504K Buy
4,602
+71
+2% +$7.85K 0.15% 136
2026
Q1 		$500K Hold
4,531
– – 0.16% 124
2025
Q4 		$498K Buy
4,531
+47
+1% +$5.21K 0.16% 122
2025
Q3 		$499K Buy
4,484
+40
+0.9% +$4.42K 0.16% 122
2025
Q2 		$489K Buy
4,444
+57
+1% +$6.22K 0.17% 122
2025
Q1 		$487K Hold
4,387
– – 0.18% 118
2024
Q4 		$467K Buy
4,387
+21
+0.5% +$2.27K 0.17% 124
2024
Q3 		$482K Buy
4,366
+24
+0.6% +$2.61K 0.17% 123
2024
Q2 		$464K Buy
4,342
+57
+1% +$6.06K 0.18% 119
2024
Q1 		$460K Sell
4,285
-5
-0.1% -$534 0.18% 123
2023
Q4 		$461K Sell
4,290
-323
-7% -$33.8K 0.19% 117
2023
Q3 		$478K Buy
4,613
+40
+0.9% +$4.23K 0.22% 109
2023
Q2 		$492K Sell
4,573
-989
-18% -$108K 0.21% 111
2023
Q1 		$613K Sell
5,562
-272
-5% -$29.4K 0.27% 95
2022
Q4 		$621K Sell
5,834
-5,752
-50% -$614K 0.26% 89
2022
Q3 		$1.22M Sell
11,586
-5,255
-31% -$595K 0.55% 40
2022
Q2 		$1.92M Sell
16,841
-2,019
-11% -$239K 0.82% 24
2022
Q1 		$2.35M Sell
18,860
-25,270
-57% -$3.18M 1.1% 18
2021
Q4 		$5.7M Buy
44,130
+4,570
+12% +$589K 2.75% 5
2021
Q3 		$5.05M Buy
39,560
+255
+0.6% +$32.9K 2.63% 4
2021
Q2 		$5.03M Sell
39,305
-740
-2% -$94K 2.74% 4
2021
Q1 		$5.02M Buy
40,045
+780
+2% +$98.7K 2.99% 4
2020
Q4 		$5.01M Buy
39,265
+28,245
+256% +$3.56M 3.33% 5
2020
Q3 		$1.39M Buy
+11,020
New +$1.38M 1.09% 18

Other funds holding TIP

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 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
Independence Financial Advisors
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
Cypress Capital
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
Ted Buchan & Co
Ted Buchan & Co San Diego, California $303M AUM 15.07% 1-Year Est. Return

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

Jeppson Wealth Management sold out of iShares TIPS Bond ETF (TIP) in Q3 2026, closing a stake of 4,602 shares — an estimated $504K sold.

Jeppson Wealth Management first reported a position in TIP in Q3 2020 and held it in 24 quarters. The position peaked at $5.7M in Q4 2021. 302 funds tracked by Wall St. Rank hold TIP as of Q3 2026.

  • Jeppson Wealth Management reported no remaining iShares TIPS Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Jeppson Wealth Management sold 4,602 iShares TIPS Bond ETF shares in Q3 2026, an estimated $504K.
  • Jeppson Wealth Management first reported a position in iShares TIPS Bond ETF in Q3 2020 and held it in 24 quarters.
  • Jeppson Wealth Management's iShares TIPS Bond ETF position peaked at $5.7M in Q4 2021.
  • 302 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2026.

Based on Jeppson Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.