SS
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
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

VIP
Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
VIS
Vertex Investment Solutions Chiyoda-Ku $148M AUM
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
WFA
West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return