Stegent Equity Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Stegent Equity 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	–	Sell	-2,286	Closed	-$250K	–	113
2026 Q2	$250K	Buy	+2,286	New	+$253K	0.18%	97
2023 Q2	–	Sell	-2,446	Closed	-$270K	–	72
2023 Q1	$270K	Sell	2,446 -2,244	-48%	-$243K	0.27%	56
2022 Q4	$499K	Buy	+4,690	New	+$501K	0.6%	48
2022 Q1	–	Sell	-6,739	Closed	-$870K	–	112
2021 Q4	$870K	Buy	+6,739	New	+$869K	0.71%	48

Other funds holding TIP

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

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

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

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

Viewpoint Investment Partners Calgary, Alberta, Canada $319M AUM 12.4% 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

Arbor Investment Advisors Winston Salem, North Carolina $877M AUM 11.22% 1-Year Est. Return

3EDGE Asset Management Naples, Florida $2.35B AUM 10.58% 1-Year Est. Return

Stegent Equity Advisors's TIP Position: Q3 2026 in Review

Stegent Equity Advisors sold out of iShares TIPS Bond ETF (TIP) in Q3 2026, closing a stake of 2,286 shares — an estimated $250K sold.

Stegent Equity Advisors first reported a position in TIP in Q4 2021 and held it in 4 quarters. The position peaked at $870K in Q4 2021. 532 funds tracked by Wall St. Rank hold TIP as of Q3 2026.

Stegent Equity Advisors reported no remaining iShares TIPS Bond ETF position as of Q3 2026 after selling out during the quarter.
Stegent Equity Advisors sold 2,286 iShares TIPS Bond ETF shares in Q3 2026, an estimated $250K.
Stegent Equity Advisors first reported a position in iShares TIPS Bond ETF in Q4 2021 and held it in 4 quarters.
Stegent Equity Advisors's iShares TIPS Bond ETF position peaked at $870K in Q4 2021.
532 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2026.

Based on Stegent Equity Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.