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Retirement Wealth Solutions’s iShares TIPS Bond ETF TIP Stock Holding History

Retirement Wealth Solutions’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 		$925 Sell
9
-1
-10% -$107 ﹤0.01% 755
2026
Q2 		$1.07K Hold
10
– – ﹤0.01% 632
2026
Q1 		$1.09K Hold
10
– – ﹤0.01% 624
2025
Q4 		$1.08K Hold
10
– – ﹤0.01% 563
2025
Q3 		$1.08K Hold
10
– – ﹤0.01% 548
2025
Q2 		$1.06K Hold
10
– – ﹤0.01% 384
2025
Q1 		$1.06K Hold
10
– – ﹤0.01% 372
2024
Q4 		$1.01K Buy
+10
New +$1.08K ﹤0.01% 378

Other funds holding TIP

KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
DRS
Deane Retirement Strategies New Orleans, Louisiana $244M AUM 18.26% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Retirement Wealth Solutions's TIP Position: Q3 2026 in Review

Retirement Wealth Solutions reduced its iShares TIPS Bond ETF (TIP) stake by 10% in Q3 2026, selling an estimated $107 and leaving 9 shares worth $925. The position accounts for ﹤0.01% of the portfolio, ranked #755.

Retirement Wealth Solutions first reported a position in TIP in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.09K in Q1 2026. 58 funds tracked by Wall St. Rank hold TIP as of Q3 2026.

  • Retirement Wealth Solutions held 9 shares of iShares TIPS Bond ETF worth $925 as of Q3 2026.
  • Retirement Wealth Solutions sold 1 iShares TIPS Bond ETF share in Q3 2026, an estimated $107.
  • iShares TIPS Bond ETF made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #755 holding.
  • Retirement Wealth Solutions first reported a position in iShares TIPS Bond ETF in Q4 2024 and has held it in 8 quarters since.
  • Retirement Wealth Solutions's iShares TIPS Bond ETF position peaked at $1.09K in Q1 2026.
  • 58 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.