Shade Tree Advisors
TIP icon

Shade Tree Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Shade Tree 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 		$587K Buy
5,639
+603
+12% +$64.5K 0.31% 31
2026
Q2 		$551K Hold
5,036
– – 0.32% 19
2026
Q1 		$556K Hold
5,036
– – 0.4% 18
2025
Q4 		$554K Buy
5,036
+1,637
+48% +$182K 0.42% 19
2025
Q3 		$378K Hold
3,399
– – 0.33% 14
2025
Q2 		$374K Hold
3,399
– – 0.33% 14
2025
Q1 		$378K Hold
3,399
– – 0.37% 15
2024
Q4 		$362K Buy
+3,399
New +$368K 0.37% 13

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
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
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
Arbor Investment Advisors
Arbor Investment Advisors Winston Salem, North Carolina $877M AUM 11.22% 1-Year Est. Return
3EDGE Asset Management
3EDGE Asset Management Naples, Florida $2.35B AUM 10.58% 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

Shade Tree Advisors's TIP Position: Q3 2026 in Review

Shade Tree Advisors increased its iShares TIPS Bond ETF (TIP) stake by 12% in Q3 2026, buying an estimated $64.5K and bringing the position to 5,639 shares worth $587K. The position accounts for 0.31% of the portfolio, ranked #31.

Shade Tree Advisors first reported a position in TIP in Q4 2024 and has held it in 8 quarters since. 423 funds tracked by Wall St. Rank hold TIP as of Q3 2026.

  • Shade Tree Advisors held 5,639 shares of iShares TIPS Bond ETF worth $587K as of Q3 2026.
  • Shade Tree Advisors bought 603 iShares TIPS Bond ETF shares in Q3 2026, an estimated $64.5K.
  • iShares TIPS Bond ETF made up 0.31% of Shade Tree Advisors's portfolio in Q3 2026, its #31 holding.
  • Shade Tree Advisors first reported a position in iShares TIPS Bond ETF in Q4 2024 and has held it in 8 quarters since.
  • 423 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2026.

Based on Shade Tree Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.