Mission Wealth Management
TIP icon

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

Mission 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 		$203K Sell
1,955
-191
-9% -$20.4K ﹤0.01% 757
2026
Q2 		$235K Buy
+2,146
New +$237K ﹤0.01% 972
2024
Q3 		– Sell
-1,996
Closed -$213K – 715
2024
Q2 		$213K Sell
1,996
-2,318
-54% -$246K 0.01% 599
2024
Q1 		$463K Buy
4,314
+1,752
+68% +$187K 0.01% 451
2023
Q4 		$275K Sell
2,562
-2,970
-54% -$311K 0.01% 484
2023
Q3 		$574K Buy
5,532
+431
+8% +$45.6K 0.02% 317
2023
Q2 		$549K Buy
5,101
+92
+2% +$10K 0.02% 327
2023
Q1 		$552K Buy
+5,009
New +$542K 0.02% 313
2022
Q3 		– Sell
-2,431
Closed -$277K – 537
2022
Q2 		$277K Sell
2,431
-6
-0.2% -$712 0.01% 407
2022
Q1 		$304K Sell
2,437
-38
-2% -$4.78K 0.01% 420
2021
Q4 		$320K Sell
2,475
-200
-7% -$25.8K 0.01% 419
2021
Q3 		$342K Buy
2,675
+89
+3% +$11.5K 0.02% 379
2021
Q2 		$331K Sell
2,586
-510
-16% -$64.8K 0.02% 374
2021
Q1 		$389K Buy
3,096
+487
+19% +$61.6K 0.02% 311
2020
Q4 		$333K Sell
2,609
-151
-5% -$19K 0.02% 324
2020
Q3 		$349K Buy
2,760
+447
+19% +$56.2K 0.03% 251
2020
Q2 		$285K Buy
2,313
+185
+9% +$22.5K 0.02% 262
2020
Q1 		$251K Buy
+2,128
New +$251K 0.03% 245

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
Viewpoint Investment Partners
Viewpoint Investment Partners Calgary, Alberta, Canada $319M AUM 12.4% 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
Arbor Investment Advisors
Arbor Investment Advisors Winston Salem, North Carolina $877M AUM 11.22% 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

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

Mission Wealth Management reduced its iShares TIPS Bond ETF (TIP) stake by 8.9% in Q3 2026, selling an estimated $20.4K and leaving 1,955 shares worth $203K. The position accounts for ﹤0.01% of the portfolio, ranked #757.

Mission Wealth Management first reported a position in TIP in Q1 2020 and has held it in 18 quarters since. The position peaked at $574K in Q3 2023. 320 funds tracked by Wall St. Rank hold TIP as of Q3 2026.

  • Mission Wealth Management held 1,955 shares of iShares TIPS Bond ETF worth $203K as of Q3 2026.
  • Mission Wealth Management sold 191 iShares TIPS Bond ETF shares in Q3 2026, an estimated $20.4K.
  • iShares TIPS Bond ETF made up ﹤0.01% of Mission Wealth Management's portfolio in Q3 2026, its #757 holding.
  • Mission Wealth Management first reported a position in iShares TIPS Bond ETF in Q1 2020 and has held it in 18 quarters since.
  • Mission Wealth Management's iShares TIPS Bond ETF position peaked at $574K in Q3 2023.
  • 320 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2026.

Based on Mission Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.