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MJT & Associates Financial Advisory’s iShares TIPS Bond ETF TIP Stock Holding History

MJT & Associates Financial Advisory’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
-1
Closed -$24 – 482
2026
Q2 		$24 Buy
+1
New +$111 ﹤0.01% 461
2025
Q3 		– Sell
-236
Closed -$26K – 508
2025
Q2 		$26K Hold
236
– – 0.03% 130
2025
Q1 		$26.2K Buy
+236
New +$25.6K 0.03% 138

Other funds holding TIP

KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
DRS
Deane Retirement Strategies New Orleans, Louisiana $244M AUM 18.26% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

MJT & Associates Financial Advisory's TIP Position: Q3 2026 in Review

MJT & Associates Financial Advisory sold out of iShares TIPS Bond ETF (TIP) in Q3 2026, closing a stake of 1 share — an estimated $24 sold.

MJT & Associates Financial Advisory first reported a position in TIP in Q1 2025 and held it in 3 quarters. The position peaked at $26.2K in Q1 2025. 58 funds tracked by Wall St. Rank hold TIP as of Q3 2026.

  • MJT & Associates Financial Advisory reported no remaining iShares TIPS Bond ETF position as of Q3 2026 after selling out during the quarter.
  • MJT & Associates Financial Advisory sold 1 iShares TIPS Bond ETF share in Q3 2026, an estimated $24.
  • MJT & Associates Financial Advisory first reported a position in iShares TIPS Bond ETF in Q1 2025 and held it in 3 quarters.
  • MJT & Associates Financial Advisory's iShares TIPS Bond ETF position peaked at $26.2K in Q1 2025.
  • 58 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.