Spring Capital Management’s iShares TIPS Bond ETF TIP Stock Holding History

Spring Capital Management’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	$1.58M	Buy	15,189 +257	+2%	+$27.5K	0.76%	31
2026 Q2	$1.63M	Buy	14,932 +246	+2%	+$27.2K	0.8%	29
2026 Q1	$1.62M	Hold	14,686	–	–	0.82%	28
2025 Q4	$1.61M	Buy	14,686 +161	+1%	+$17.9K	0.82%	29
2025 Q3	$1.62M	Buy	14,525 +139	+1%	+$15.4K	0.79%	29
2025 Q2	$1.58M	Buy	14,386 +196	+1%	+$21.4K	0.83%	28
2025 Q1	$1.58M	Buy	+14,190	New	+$1.54M	0.86%	28

Other funds holding TIP

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

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 San Diego, California $303M AUM 15.07% 1-Year Est. Return

Spring Capital Management's TIP Position: Q3 2026 in Review

Spring Capital Management increased its iShares TIPS Bond ETF (TIP) stake by 1.7% in Q3 2026, buying an estimated $27.5K and bringing the position to 15,189 shares worth $1.58M. The position accounts for 0.76% of the portfolio, ranked #31.

Spring Capital Management first reported a position in TIP in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.63M in Q2 2026. 302 funds tracked by Wall St. Rank hold TIP as of Q3 2026.

Spring Capital Management held 15,189 shares of iShares TIPS Bond ETF worth $1.58M as of Q3 2026.
Spring Capital Management bought 257 iShares TIPS Bond ETF shares in Q3 2026, an estimated $27.5K.
iShares TIPS Bond ETF made up 0.76% of Spring Capital Management's portfolio in Q3 2026, its #31 holding.
Spring Capital Management first reported a position in iShares TIPS Bond ETF in Q1 2025 and has held it in 7 quarters since.
Spring Capital Management's iShares TIPS Bond ETF position peaked at $1.63M in Q2 2026.
302 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2026.

Based on Spring Capital Management's 13F filing for Q3 2026, filed 9 Oct 2026.