Physician Wealth Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Physician Wealth 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	$33.4K	Buy	322 +1	+0.3%	+$107	﹤0.01%	559
2026 Q2	$35.1K	Buy	321 +1	+0.3%	+$111	﹤0.01%	521
2026 Q1	$35.3K	Buy	320 +44	+16%	+$4.87K	﹤0.01%	481
2025 Q4	$30.3K	Hold	276	–	–	﹤0.01%	490
2025 Q3	$30.7K	Hold	276	–	–	﹤0.01%	477
2025 Q2	$30.4K	Hold	276	–	–	﹤0.01%	435
2025 Q1	$30.7K	Sell	276 -315	-53%	-$34.2K	0.01%	414
2024 Q4	$63K	Buy	+591	New	+$64K	0.01%	311
2022 Q1	–	Sell	-2,230	Closed	-$281K	–	167
2021 Q4	$281K	Buy	2,230 +77	+4%	+$9.9K	0.07%	133
2021 Q3	$277K	Buy	2,153 +98	+5%	+$12.6K	0.08%	128
2021 Q2	$265K	Sell	2,055 -34	-2%	-$4.32K	0.08%	124
2021 Q1	$262K	Hold	2,089	–	–	0.09%	122
2020 Q4	$264K	Buy	2,089 +447	+27%	+$56.4K	0.09%	115
2020 Q3	$206K	Hold	1,642	–	–	0.08%	124
2020 Q2	$207K	Buy	+1,642	New	+$200K	0.08%	128
2020 Q1	–	Sell	-2,722	Closed	-$319K	–	125
2019 Q4	$319K	Hold	2,722	–	–	0.14%	87
2019 Q3	$317K	Buy	+2,722	New	+$316K	0.15%	83

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

Physician Wealth Advisors's TIP Position: Q3 2026 in Review

Physician Wealth Advisors increased its iShares TIPS Bond ETF (TIP) stake by 0.31% in Q3 2026, buying an estimated $107 and bringing the position to 322 shares worth $33.4K. The position accounts for ﹤0.01% of the portfolio, ranked #559.

Physician Wealth Advisors first reported a position in TIP in Q3 2019 and has held it in 17 quarters since. The position peaked at $319K in Q4 2019. 302 funds tracked by Wall St. Rank hold TIP as of Q3 2026.

Physician Wealth Advisors held 322 shares of iShares TIPS Bond ETF worth $33.4K as of Q3 2026.
Physician Wealth Advisors bought 1 iShares TIPS Bond ETF share in Q3 2026, an estimated $107.
iShares TIPS Bond ETF made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #559 holding.
Physician Wealth Advisors first reported a position in iShares TIPS Bond ETF in Q3 2019 and has held it in 17 quarters since.
Physician Wealth Advisors's iShares TIPS Bond ETF position peaked at $319K in Q4 2019.
302 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.