TME Financial’s iShares TIPS Bond ETF TIP Stock Holding History

TME Financial’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	$8.71M	Buy	83,738 +2,924	+4%	+$313K	5.35%	5
2026 Q2	$8.84M	Buy	80,814 +5,121	+7%	+$566K	5.46%	4
2026 Q1	$8.35M	Sell	75,693 -1,396	-2%	-$155K	5.79%	4
2025 Q4	$8.47M	Sell	77,089 -8,207	-10%	-$910K	5.95%	4
2025 Q3	$9.49M	Buy	85,296 +3,689	+5%	+$408K	7.11%	1
2025 Q2	$8.98M	Buy	81,607 +13,137	+19%	+$1.43M	7.26%	1
2025 Q1	$7.61M	Sell	68,470 -12,076	-15%	-$1.31M	6.61%	2
2024 Q4	$8.9M	Buy	+80,546	New	+$8.72M	8.31%	2

Other funds holding TIP

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

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

Sumitomo Life Insurance Tokyo, Japan $6.24B AUM 18.07% 1-Year Est. Return

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

CI Investments Inc Toronto, Ontario, Canada $31.7B AUM 32.58% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 1-Year Est. Return

GenTrust Miami, Florida $2.65B AUM 11.42% 1-Year Est. Return

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

TME Financial's TIP Position: Q3 2026 in Review

TME Financial increased its iShares TIPS Bond ETF (TIP) stake by 3.6% in Q3 2026, buying an estimated $313K and bringing the position to 83,738 shares worth $8.71M. The position accounts for 5.35% of the portfolio, ranked #5.

TME Financial first reported a position in TIP in Q4 2024 and has held it in 8 quarters since. The position peaked at $9.49M in Q3 2025. 826 funds tracked by Wall St. Rank hold TIP as of Q3 2026.

TME Financial held 83,738 shares of iShares TIPS Bond ETF worth $8.71M as of Q3 2026.
TME Financial bought 2,924 iShares TIPS Bond ETF shares in Q3 2026, an estimated $313K.
iShares TIPS Bond ETF made up 5.35% of TME Financial's portfolio in Q3 2026, its #5 holding.
TME Financial first reported a position in iShares TIPS Bond ETF in Q4 2024 and has held it in 8 quarters since.
TME Financial's iShares TIPS Bond ETF position peaked at $9.49M in Q3 2025.
826 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2026.

Based on TME Financial's 13F filing for Q3 2026, filed 14 Oct 2026.