Mokosak Advisory Group’s iShares TIPS Bond ETF TIP Stock Holding History

Mokosak Advisory Group’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	$256K	Buy	2,461 +41	+2%	+$4.38K	0.06%	32
2026 Q2	$265K	Buy	2,420 +39	+2%	+$4.31K	0.06%	31
2026 Q1	$263K	Hold	2,381	–	–	0.07%	28
2025 Q4	$262K	Buy	2,381 +27	+1%	+$3K	0.07%	29
2025 Q3	$262K	Buy	2,354 +22	+0.9%	+$2.43K	0.07%	29
2025 Q2	$257K	Buy	2,332 +32	+1%	+$3.49K	0.07%	29
2025 Q1	$256K	Buy	+2,300	New	+$250K	0.08%	27

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

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

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

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

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 San Diego, California $303M AUM 15.07% 1-Year Est. Return

Mokosak Advisory Group's TIP Position: Q3 2026 in Review

Mokosak Advisory Group increased its iShares TIPS Bond ETF (TIP) stake by 1.7% in Q3 2026, buying an estimated $4.38K and bringing the position to 2,461 shares worth $256K. The position accounts for 0.06% of the portfolio, ranked #32.

Mokosak Advisory Group first reported a position in TIP in Q1 2025 and has held it in 7 quarters since. The position peaked at $265K in Q2 2026. 302 funds tracked by Wall St. Rank hold TIP as of Q3 2026.

Mokosak Advisory Group held 2,461 shares of iShares TIPS Bond ETF worth $256K as of Q3 2026.
Mokosak Advisory Group bought 41 iShares TIPS Bond ETF shares in Q3 2026, an estimated $4.38K.
iShares TIPS Bond ETF made up 0.06% of Mokosak Advisory Group's portfolio in Q3 2026, its #32 holding.
Mokosak Advisory Group first reported a position in iShares TIPS Bond ETF in Q1 2025 and has held it in 7 quarters since.
Mokosak Advisory Group's iShares TIPS Bond ETF position peaked at $265K in Q2 2026.
302 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2026.

Based on Mokosak Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.