Olistico Wealth
TIP icon

Olistico Wealth’s iShares TIPS Bond ETF TIP Stock Holding History

Olistico Wealth’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 		$7.8K Hold
75
– – ﹤0.01% 283
2026
Q2 		$8.21K Hold
75
– – ﹤0.01% 263
2026
Q1 		$8.28K Hold
75
– – ﹤0.01% 267
2025
Q4 		$8.24K Buy
+75
New +$8.32K ﹤0.01% 263
2025
Q3 		– Sell
-75
Closed -$8.25K – 308
2025
Q2 		$8.25K Hold
75
– – ﹤0.01% 273
2025
Q1 		$8.33K Hold
75
– – 0.01% 261
2024
Q4 		$7.99K Hold
75
– – ﹤0.01% 253
2024
Q3 		$8.28K Hold
75
– – 0.01% 254
2024
Q2 		$8.01K Buy
+75
New +$7.97K 0.01% 254

Other funds holding TIP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
GenTrust
GenTrust Miami, Florida $2.65B AUM 11.42% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

Olistico Wealth's TIP Position: Q3 2026 in Review

Olistico Wealth held its iShares TIPS Bond ETF (TIP) position steady in Q3 2026 at 75 shares worth $7.8K. The position accounts for ﹤0.01% of the portfolio, ranked #283.

Olistico Wealth first reported a position in TIP in Q2 2024 and has held it in 9 quarters since. The position peaked at $8.33K in Q1 2025. 677 funds tracked by Wall St. Rank hold TIP as of Q3 2026.

  • Olistico Wealth held 75 shares of iShares TIPS Bond ETF worth $7.8K as of Q3 2026.
  • Olistico Wealth left its iShares TIPS Bond ETF share count unchanged in Q3 2026.
  • iShares TIPS Bond ETF made up ﹤0.01% of Olistico Wealth's portfolio in Q3 2026, its #283 holding.
  • Olistico Wealth first reported a position in iShares TIPS Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • Olistico Wealth's iShares TIPS Bond ETF position peaked at $8.33K in Q1 2025.
  • 677 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.