Narus Financial Partners
TIP icon

Narus Financial Partners’s iShares TIPS Bond ETF TIP Stock Holding History

Narus Financial Partners’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 		$914K Buy
8,785
+2,265
+35% +$242K 0.24% 72
2026
Q2 		$713K Buy
6,520
+3,403
+109% +$376K 0.18% 85
2026
Q1 		$344K Buy
3,117
+777
+33% +$86K 0.09% 123
2025
Q4 		$257K Sell
2,340
-25
-1% -$2.77K 0.07% 145
2025
Q3 		$263K Buy
2,365
+388
+20% +$42.9K 0.07% 148
2025
Q2 		$218K Sell
1,977
-81
-4% -$8.84K 0.07% 150
2025
Q1 		$229K Buy
+2,058
New +$224K 0.08% 137
2023
Q2 		– Sell
-2,263
Closed -$250K – 124
2023
Q1 		$250K Sell
2,263
-368
-14% -$39.8K 0.14% 98
2022
Q4 		$280K Sell
2,631
-810
-24% -$86.5K 0.16% 89
2022
Q3 		$361K Buy
3,441
+1,588
+86% +$180K 0.23% 72
2022
Q2 		$211K Sell
1,853
-3,683
-67% -$437K 0.13% 106
2022
Q1 		$690K Buy
+5,536
New +$696K 0.39% 45
2021
Q1 		$233K Buy
+1,858
New +$235K 0.14% 95

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WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 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
3EDGE Asset Management
3EDGE Asset Management Naples, Florida $2.35B AUM 10.58% 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

Narus Financial Partners's TIP Position: Q3 2026 in Review

Narus Financial Partners increased its iShares TIPS Bond ETF (TIP) stake by 35% in Q3 2026, buying an estimated $242K and bringing the position to 8,785 shares worth $914K. The position accounts for 0.24% of the portfolio, ranked #72.

Narus Financial Partners first reported a position in TIP in Q1 2021 and has held it in 13 quarters since. 443 funds tracked by Wall St. Rank hold TIP as of Q3 2026.

  • Narus Financial Partners held 8,785 shares of iShares TIPS Bond ETF worth $914K as of Q3 2026.
  • Narus Financial Partners bought 2,265 iShares TIPS Bond ETF shares in Q3 2026, an estimated $242K.
  • iShares TIPS Bond ETF made up 0.24% of Narus Financial Partners's portfolio in Q3 2026, its #72 holding.
  • Narus Financial Partners first reported a position in iShares TIPS Bond ETF in Q1 2021 and has held it in 13 quarters since.
  • 443 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2026.

Based on Narus Financial Partners's 13F filing for Q3 2026, filed 19 Oct 2026.