Provident Wealth Management
TIP icon

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

Provident 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 		$6.24K Sell
60
-60
-50% -$6.42K ﹤0.01% 113
2026
Q2 		$13.1K Buy
+120
New +$13.3K ﹤0.01% 145
2022
Q2 		– Sell
-2,239
Closed -$279K – 106
2022
Q1 		$279K Buy
+2,239
New +$282K 0.17% 53

Other funds holding TIP

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
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
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
Viewpoint Investment Partners
Viewpoint Investment Partners Calgary, Alberta, Canada $319M AUM 12.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

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

Provident Wealth Management reduced its iShares TIPS Bond ETF (TIP) stake by 50% in Q3 2026, selling an estimated $6.42K and leaving 60 shares worth $6.24K. The position accounts for ﹤0.01% of the portfolio, ranked #113.

Provident Wealth Management first reported a position in TIP in Q1 2022 and has held it in 3 quarters since. The position peaked at $279K in Q1 2022. 631 funds tracked by Wall St. Rank hold TIP as of Q3 2026.

  • Provident Wealth Management held 60 shares of iShares TIPS Bond ETF worth $6.24K as of Q3 2026.
  • Provident Wealth Management sold 60 iShares TIPS Bond ETF shares in Q3 2026, an estimated $6.42K.
  • iShares TIPS Bond ETF made up ﹤0.01% of Provident Wealth Management's portfolio in Q3 2026, its #113 holding.
  • Provident Wealth Management first reported a position in iShares TIPS Bond ETF in Q1 2022 and has held it in 3 quarters since.
  • Provident Wealth Management's iShares TIPS Bond ETF position peaked at $279K in Q1 2022.
  • 631 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2026.

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