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Tilia Fiduciary Partners’s iShares TIPS Bond ETF TIP Stock Holding History

Tilia Fiduciary Partners’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 		$402K Sell
3,862
-354
-8% -$37.8K 0.19% 83
2026
Q2 		$461K Sell
4,216
-335
-7% -$37K 0.22% 84
2026
Q1 		$502K Sell
4,551
-260
-5% -$28.8K 0.28% 77
2025
Q4 		$529K Sell
4,811
-311
-6% -$34.5K 0.29% 73
2025
Q3 		$570K Sell
5,122
-501
-9% -$55.3K 0.33% 69
2025
Q2 		$619K Sell
5,623
-574
-9% -$62.6K 0.38% 71
2025
Q1 		$688K Sell
6,197
-223
-3% -$24.2K 0.46% 65
2024
Q4 		$684K Sell
6,420
-256
-4% -$27.7K 0.47% 61
2024
Q3 		$737K Sell
6,676
-240
-3% -$26.1K 0.51% 56
2024
Q2 		$739K Sell
6,916
-968
-12% -$103K 0.58% 55
2024
Q1 		$847K Sell
7,884
-3,606
-31% -$385K 0.69% 51
2023
Q4 		$1.24M Sell
11,490
-8,588
-43% -$898K 1.15% 37
2023
Q3 		$2.08M Sell
20,078
-2,899
-13% -$307K 2.17% 6
2023
Q2 		$2.47M Sell
22,977
-2,473
-10% -$269K 2.21% 4
2023
Q1 		$2.81M Sell
25,450
-2,754
-10% -$298K 2.67% 3
2022
Q4 		$3M Sell
28,204
-3,697
-12% -$395K 2.89% 3
2022
Q3 		$3.37M Sell
31,901
-4,882
-13% -$553K 3.4% 3
2022
Q2 		$4.18M Sell
36,783
-1,474
-4% -$175K 3.99% 2
2022
Q1 		$4.77M Sell
38,257
-13
-0% -$1.64K 4.04% 2
2021
Q4 		$4.95M Buy
+38,270
New +$4.93M 3.97% 1

Other funds holding TIP

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WPIC
White Pine Investment Company Livonia, Michigan $480M AUM 15.28% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Tilia Fiduciary Partners's TIP Position: Q3 2026 in Review

Tilia Fiduciary Partners reduced its iShares TIPS Bond ETF (TIP) stake by 8.4% in Q3 2026, selling an estimated $37.8K and leaving 3,862 shares worth $402K. The position accounts for 0.19% of the portfolio, ranked #83.

Tilia Fiduciary Partners first reported a position in TIP in Q4 2021 and has held it in 20 quarters since. The position peaked at $4.95M in Q4 2021. 163 funds tracked by Wall St. Rank hold TIP as of Q3 2026.

  • Tilia Fiduciary Partners held 3,862 shares of iShares TIPS Bond ETF worth $402K as of Q3 2026.
  • Tilia Fiduciary Partners sold 354 iShares TIPS Bond ETF shares in Q3 2026, an estimated $37.8K.
  • iShares TIPS Bond ETF made up 0.19% of Tilia Fiduciary Partners's portfolio in Q3 2026, its #83 holding.
  • Tilia Fiduciary Partners first reported a position in iShares TIPS Bond ETF in Q4 2021 and has held it in 20 quarters since.
  • Tilia Fiduciary Partners's iShares TIPS Bond ETF position peaked at $4.95M in Q4 2021.
  • 163 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2026.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2026, filed 9 Oct 2026.