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

Mosley 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	$6.54M	Buy	62,153 +5,984	+11%	+$640K	1.91%	15
2026 Q2	$6.15M	Buy	56,169 +53,242	+1,819%	+$5.89M	1.96%	15
2026 Q1	$326K	Sell	2,927 -876	-23%	-$97K	0.15%	124
2025 Q4	$423K	Buy	+3,803	New	+$422K	0.19%	113
2024 Q3	–	Sell	-5,482	Closed	-$585K	–	121
2024 Q2	$585K	Sell	5,482 -167	-3%	-$17.8K	0.5%	44
2024 Q1	$607K	Buy	5,649 +2	+0%	+$214	0.57%	41
2023 Q4	$607K	Buy	+5,647	New	+$590K	0.6%	35

Other funds holding TIP

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

Viewpoint Investment Partners Calgary, Alberta, Canada $319M AUM 12.4% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 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

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

Mosley Wealth Management increased its iShares TIPS Bond ETF (TIP) stake by 11% in Q3 2026, buying an estimated $640K and bringing the position to 62,153 shares worth $6.54M. The position accounts for 1.91% of the portfolio, ranked #15.

Mosley Wealth Management first reported a position in TIP in Q4 2023 and has held it in 7 quarters since. 566 funds tracked by Wall St. Rank hold TIP as of Q3 2026.

Mosley Wealth Management held 62,153 shares of iShares TIPS Bond ETF worth $6.54M as of Q3 2026.
Mosley Wealth Management bought 5,984 iShares TIPS Bond ETF shares in Q3 2026, an estimated $640K.
iShares TIPS Bond ETF made up 1.91% of Mosley Wealth Management's portfolio in Q3 2026, its #15 holding.
Mosley Wealth Management first reported a position in iShares TIPS Bond ETF in Q4 2023 and has held it in 7 quarters since.
566 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2026.

Based on Mosley Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.