Sound Stewardship
TIP icon

Sound Stewardship’s iShares TIPS Bond ETF TIP Stock Holding History

Sound Stewardship’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 		$6.75M Buy
64,897
+4,134
+7% +$442K 2.74% 17
2026
Q2 		$6.65M Buy
60,763
+2,215
+4% +$245K 2.74% 17
2026
Q1 		$6.46M Buy
58,548
+2,565
+5% +$284K 2.96% 16
2025
Q4 		$6.15M Buy
55,983
+3,482
+7% +$386K 2.95% 15
2025
Q3 		$5.84M Buy
52,501
+1,745
+3% +$193K 2.8% 17
2025
Q2 		$5.59M Buy
50,756
+1,509
+3% +$165K 2.88% 16
2025
Q1 		$5.47M Buy
49,247
+830
+2% +$90.2K 3.12% 13
2024
Q4 		$5.16M Buy
48,417
+1,100
+2% +$119K 3.07% 14
2024
Q3 		$5.23M Buy
47,317
+1,831
+4% +$199K 2.93% 14
2024
Q2 		$4.86M Buy
45,486
+399
+0.9% +$42.4K 2.95% 15
2024
Q1 		$4.84M Buy
45,087
+3,874
+9% +$414K 2.94% 14
2023
Q4 		$4.43M Sell
41,213
-1,230
-3% -$129K 2.93% 15
2023
Q3 		$4.4M Sell
42,443
-446
-1% -$47.2K 2.96% 11
2023
Q2 		$4.62M Buy
42,889
+1,090
+3% +$119K 3.04% 11
2023
Q1 		$4.61M Buy
41,799
+3,660
+10% +$396K 3.1% 11
2022
Q4 		$4.06M Buy
+38,139
New +$4.07M 3% 10

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

Sound Stewardship's TIP Position: Q3 2026 in Review

Sound Stewardship increased its iShares TIPS Bond ETF (TIP) stake by 6.8% in Q3 2026, buying an estimated $442K and bringing the position to 64,897 shares worth $6.75M. The position accounts for 2.74% of the portfolio, ranked #17.

Sound Stewardship first reported a position in TIP in Q4 2022 and has held it in 16 quarters since. 302 funds tracked by Wall St. Rank hold TIP as of Q3 2026.

  • Sound Stewardship held 64,897 shares of iShares TIPS Bond ETF worth $6.75M as of Q3 2026.
  • Sound Stewardship bought 4,134 iShares TIPS Bond ETF shares in Q3 2026, an estimated $442K.
  • iShares TIPS Bond ETF made up 2.74% of Sound Stewardship's portfolio in Q3 2026, its #17 holding.
  • Sound Stewardship first reported a position in iShares TIPS Bond ETF in Q4 2022 and has held it in 16 quarters since.
  • 302 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2026.

Based on Sound Stewardship's 13F filing for Q3 2026, filed 14 Oct 2026.