PW Nova Financial Services
TIP icon

PW Nova Financial Services’s iShares TIPS Bond ETF TIP Stock Holding History

PW Nova Financial Services’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 		$261K Hold
2,505
– – 0.05% 172
2026
Q2 		$274K Buy
+2,505
New +$277K 0.06% 175
2026
Q1 		– Hold
0
– – – 166

Other funds holding TIP

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 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
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
Cypress Capital
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
RTD Financial Advisors
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

PW Nova Financial Services's TIP Position: Q3 2026 in Review

PW Nova Financial Services held its iShares TIPS Bond ETF (TIP) position steady in Q3 2026 at 2,505 shares worth $261K. The position accounts for 0.05% of the portfolio, ranked #172.

PW Nova Financial Services first reported a position in TIP in Q2 2026 and has held it in 2 quarters since. The position peaked at $274K in Q2 2026. 223 funds tracked by Wall St. Rank hold TIP as of Q3 2026.

  • PW Nova Financial Services held 2,505 shares of iShares TIPS Bond ETF worth $261K as of Q3 2026.
  • PW Nova Financial Services left its iShares TIPS Bond ETF share count unchanged in Q3 2026.
  • iShares TIPS Bond ETF made up 0.05% of PW Nova Financial Services's portfolio in Q3 2026, its #172 holding.
  • PW Nova Financial Services first reported a position in iShares TIPS Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • PW Nova Financial Services's iShares TIPS Bond ETF position peaked at $274K in Q2 2026.
  • 223 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2026.

Based on PW Nova Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.