S.A. Mason
TIP icon

S.A. Mason’s iShares TIPS Bond ETF TIP Stock Holding History

S.A. Mason’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 		$234K Sell
2,251
-15
-0.7% -$1.6K 0.07% 203
2026
Q2 		$248K Hold
2,266
– – 0.08% 192
2026
Q1 		$250K Buy
2,266
+50
+2% +$5.53K 0.09% 184
2025
Q4 		$244K Sell
2,216
-5
-0.2% -$555 0.1% 179
2025
Q3 		$247K Hold
2,221
– – 0.11% 172
2025
Q2 		$244K Hold
2,221
– – 0.12% 159
2025
Q1 		$247K Sell
2,221
-470
-17% -$51.1K 0.13% 152
2024
Q4 		$287K Hold
2,691
– – 0.15% 136
2024
Q3 		$297K Sell
2,691
-1,019
-27% -$111K 0.16% 137
2024
Q2 		$396K Sell
3,710
-737
-17% -$78.4K 0.23% 103
2024
Q1 		$478K Hold
4,447
– – 0.29% 93
2023
Q4 		$478K Hold
4,447
– – 0.32% 86
2023
Q3 		$461K Sell
4,447
-825
-16% -$87.3K 0.33% 82
2023
Q2 		$581K Hold
5,272
– – 0.42% 67
2023
Q1 		$581K Hold
5,272
– – 0.42% 67
2022
Q4 		$561K Sell
5,272
-187
-3% -$20K 0.42% 67
2022
Q3 		$573K Hold
5,459
– – 0.45% 54
2022
Q2 		$622K Hold
5,459
– – 0.45% 57
2022
Q1 		$680K Hold
5,459
– – 0.42% 61
2021
Q4 		$705K Sell
5,459
-120
-2% -$15.5K 0.42% 63
2021
Q3 		$712K Hold
5,579
– – 0.47% 58
2021
Q2 		$714K Buy
5,579
+310
+6% +$39.4K 0.49% 59
2021
Q1 		$661K Buy
5,269
+305
+6% +$38.6K 0.49% 61
2020
Q4 		$634K Sell
4,964
-250
-5% -$31.5K 0.53% 56
2020
Q3 		$660K Sell
5,214
-100
-2% -$12.6K 0.63% 45
2020
Q2 		$654K Hold
5,314
– – 0.69% 41
2020
Q1 		$627K Buy
5,314
+464
+10% +$54.7K 0.76% 38
2019
Q4 		$565K Buy
+4,850
New +$564K 0.54% 55

Other funds holding TIP

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 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
Ted Buchan & Co
Ted Buchan & Co San Diego, California $303M AUM 15.07% 1-Year Est. Return

S.A. Mason's TIP Position: Q3 2026 in Review

S.A. Mason reduced its iShares TIPS Bond ETF (TIP) stake by 0.66% in Q3 2026, selling an estimated $1.6K and leaving 2,251 shares worth $234K. The position accounts for 0.07% of the portfolio, ranked #203.

S.A. Mason first reported a position in TIP in Q4 2019 and has held it in 28 quarters since. The position peaked at $714K in Q2 2021. 302 funds tracked by Wall St. Rank hold TIP as of Q3 2026.

  • S.A. Mason held 2,251 shares of iShares TIPS Bond ETF worth $234K as of Q3 2026.
  • S.A. Mason sold 15 iShares TIPS Bond ETF shares in Q3 2026, an estimated $1.6K.
  • iShares TIPS Bond ETF made up 0.07% of S.A. Mason's portfolio in Q3 2026, its #203 holding.
  • S.A. Mason first reported a position in iShares TIPS Bond ETF in Q4 2019 and has held it in 28 quarters since.
  • S.A. Mason's iShares TIPS Bond ETF position peaked at $714K in Q2 2021.
  • 302 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2026.

Based on S.A. Mason's 13F filing for Q3 2026, filed 13 Oct 2026.