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

Latitude 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 		$304K Sell
2,920
-16
-0.5% -$1.71K 0.09% 195
2026
Q2 		$321K Buy
2,936
+12
+0.4% +$1.33K 0.13% 179
2026
Q1 		$323K Sell
2,924
-86
-3% -$9.5K 0.15% 162
2025
Q4 		$331K Buy
3,010
+20
+0.7% +$2.22K 0.15% 151
2025
Q3 		$333K Sell
2,990
-1,397
-32% -$154K 0.15% 138
2025
Q2 		$483K Sell
4,387
-321
-7% -$35K 0.24% 96
2025
Q1 		$523K Sell
4,708
-499
-10% -$54.2K 0.3% 83
2024
Q4 		$555K Sell
5,207
-4,185
-45% -$453K 0.31% 78
2024
Q3 		$1.04M Sell
9,392
-1,647
-15% -$179K 0.59% 42
2024
Q2 		$1.18M Sell
11,039
-554
-5% -$58.9K 0.72% 28
2024
Q1 		$1.25M Buy
11,593
+1,856
+19% +$198K 0.78% 25
2023
Q4 		$1.05M Buy
+9,737
New +$1.02M 0.74% 30
2022
Q2 		– Sell
-4,463
Closed -$556K – 302
2022
Q1 		$556K Sell
4,463
-600
-12% -$75.5K 0.13% 165
2021
Q4 		$654K Buy
5,063
+1,289
+34% +$166K 0.18% 120
2021
Q3 		$482K Buy
+3,774
New +$487K 0.15% 140

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
Sumitomo Life Insurance
Sumitomo Life Insurance Tokyo, Japan $6.24B AUM 18.07% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.7B AUM 32.58% 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
MAI Capital Management
MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 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

Latitude Advisors's TIP Position: Q3 2026 in Review

Latitude Advisors reduced its iShares TIPS Bond ETF (TIP) stake by 0.54% in Q3 2026, selling an estimated $1.71K and leaving 2,920 shares worth $304K. The position accounts for 0.09% of the portfolio, ranked #195.

Latitude Advisors first reported a position in TIP in Q3 2021 and has held it in 15 quarters since. The position peaked at $1.25M in Q1 2024. 789 funds tracked by Wall St. Rank hold TIP as of Q3 2026.

  • Latitude Advisors held 2,920 shares of iShares TIPS Bond ETF worth $304K as of Q3 2026.
  • Latitude Advisors sold 16 iShares TIPS Bond ETF shares in Q3 2026, an estimated $1.71K.
  • iShares TIPS Bond ETF made up 0.09% of Latitude Advisors's portfolio in Q3 2026, its #195 holding.
  • Latitude Advisors first reported a position in iShares TIPS Bond ETF in Q3 2021 and has held it in 15 quarters since.
  • Latitude Advisors's iShares TIPS Bond ETF position peaked at $1.25M in Q1 2024.
  • 789 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2026.

Based on Latitude Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.