Old Port Advisors
TIP icon

Old Port Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Old Port Advisors’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 		$220K Sell
2,115
-12
-0.6% -$1.28K 0.04% 252
2026
Q2 		$233K Sell
2,127
-4
-0.2% -$442 0.05% 244
2026
Q1 		$235K Sell
2,131
-173
-8% -$19.1K 0.05% 218
2025
Q4 		$253K Sell
2,304
-177
-7% -$19.6K 0.06% 206
2025
Q3 		$276K Sell
2,481
-234
-9% -$25.9K 0.07% 201
2025
Q2 		$299K Sell
2,715
-454
-14% -$49.5K 0.08% 189
2025
Q1 		$352K Sell
3,169
-84
-3% -$9.12K 0.1% 165
2024
Q4 		$347K Sell
3,253
-288
-8% -$31.2K 0.1% 171
2024
Q3 		$391K Sell
3,541
-131
-4% -$14.2K 0.11% 166
2024
Q2 		$392K Sell
3,672
-897
-20% -$95.4K 0.12% 159
2024
Q1 		$491K Sell
4,569
-1,016
-18% -$109K 0.15% 141
2023
Q4 		$600K Sell
5,585
-1,316
-19% -$138K 0.2% 129
2023
Q3 		$716K Buy
+6,901
New +$730K 0.26% 114
2023
Q1 		$1.04M Sell
9,449
-1,623
-15% -$176K 0.38% 92
2022
Q4 		$1.18M Sell
11,072
-3,021
-21% -$323K 0.44% 86
2022
Q3 		$1.49M Sell
14,093
-2,666
-16% -$302K 0.59% 55
2022
Q2 		$1.92M Sell
16,759
-3,286
-16% -$390K 0.74% 41
2022
Q1 		$2.47M Sell
20,045
-2,043
-9% -$257K 0.84% 39
2021
Q4 		$2.79M Buy
22,088
+3,280
+17% +$423K 0.95% 32
2021
Q3 		$2.4M Buy
18,808
+4,024
+27% +$519K 0.87% 40
2021
Q2 		$1.9M Buy
14,784
+5,020
+51% +$638K 0.68% 49
2021
Q1 		$1.22M Buy
9,764
+4,803
+97% +$608K 0.48% 63
2020
Q4 		$634K Buy
4,961
+1,356
+38% +$171K 0.28% 94
2020
Q3 		$456K Buy
3,605
+925
+35% +$116K 0.23% 105
2020
Q2 		$330K Buy
2,680
+175
+7% +$21.3K 0.17% 123
2020
Q1 		$295K Buy
2,505
+484
+24% +$57K 0.18% 120
2019
Q4 		$237K Sell
2,021
-75
-4% -$8.72K 0.11% 157
2019
Q3 		$245K Sell
2,096
-55
-3% -$6.38K 0.13% 149
2019
Q2 		$247K Sell
2,151
-157
-7% -$17.9K 0.13% 153
2019
Q1 		$261K Sell
2,308
-99
-4% -$11K 0.14% 148
2018
Q4 		$264K Buy
+2,407
New +$263K 0.15% 142

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
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
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

Old Port Advisors's TIP Position: Q3 2026 in Review

Old Port Advisors reduced its iShares TIPS Bond ETF (TIP) stake by 0.56% in Q3 2026, selling an estimated $1.28K and leaving 2,115 shares worth $220K. The position accounts for 0.04% of the portfolio, ranked #252.

Old Port Advisors first reported a position in TIP in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.79M in Q4 2021. 360 funds tracked by Wall St. Rank hold TIP as of Q3 2026.

  • Old Port Advisors held 2,115 shares of iShares TIPS Bond ETF worth $220K as of Q3 2026.
  • Old Port Advisors sold 12 iShares TIPS Bond ETF shares in Q3 2026, an estimated $1.28K.
  • iShares TIPS Bond ETF made up 0.04% of Old Port Advisors's portfolio in Q3 2026, its #252 holding.
  • Old Port Advisors first reported a position in iShares TIPS Bond ETF in Q4 2018 and has held it in 31 quarters since.
  • Old Port Advisors's iShares TIPS Bond ETF position peaked at $2.79M in Q4 2021.
  • 360 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2026.

Based on Old Port Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.