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Toth Financial Advisory’s iShares TIPS Bond ETF TIP Stock Holding History

Toth Financial Advisory’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 		$11.8K Hold
113
– – ﹤0.01% 573
2026
Q2 		$12.4K Hold
113
– – ﹤0.01% 564
2026
Q1 		$12.5K Hold
113
– – ﹤0.01% 535
2025
Q4 		$12.4K Hold
113
– – ﹤0.01% 527
2025
Q3 		$12.6K Hold
113
– – ﹤0.01% 519
2025
Q2 		$12.4K Hold
113
– – ﹤0.01% 472
2025
Q1 		$12.6K Hold
113
– – ﹤0.01% 442
2024
Q4 		$12K Sell
113
-2
-2% -$217 ﹤0.01% 443
2024
Q3 		$12.7K Hold
115
– – ﹤0.01% 432
2024
Q2 		$12.3K Sell
115
-10
-8% -$1.06K ﹤0.01% 443
2024
Q1 		$13.4K Hold
125
– – ﹤0.01% 423
2023
Q4 		$13.4K Hold
125
– – ﹤0.01% 424
2023
Q3 		$13K Hold
125
– – ﹤0.01% 419
2023
Q2 		$13.5K Hold
125
– – ﹤0.01% 437
2023
Q1 		$13.8K Hold
125
– – ﹤0.01% 420
2022
Q4 		$13.3K Hold
125
– – ﹤0.01% 417
2022
Q3 		$13K Hold
125
– – ﹤0.01% 428
2022
Q2 		$14K Sell
125
-325
-72% -$38.5K ﹤0.01% 398
2022
Q1 		$56K Sell
450
-25
-5% -$3.15K 0.01% 277
2021
Q4 		$61K Buy
+475
New +$61.2K 0.01% 278
2020
Q1 		– Sell
-27
Closed -$3K – 517
2019
Q4 		$3K Sell
27
-26
-49% -$3.02K ﹤0.01% 397
2019
Q3 		$6K Hold
53
– – ﹤0.01% 353
2019
Q2 		$6K Buy
53
+1
+2% +$114 ﹤0.01% 361
2019
Q1 		$6K Hold
52
– – ﹤0.01% 337
2018
Q4 		$6K Hold
52
– – ﹤0.01% 319
2018
Q3 		$6K Buy
52
+1
+2% +$112 ﹤0.01% 350
2018
Q2 		$6K Hold
51
– – ﹤0.01% 348
2018
Q1 		$6K Hold
51
– – ﹤0.01% 353
2017
Q4 		$6K Buy
+51
New +$5.8K ﹤0.01% 354

Other funds holding TIP

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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
DRS
Deane Retirement Strategies New Orleans, Louisiana $244M AUM 18.26% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Toth Financial Advisory's TIP Position: Q3 2026 in Review

Toth Financial Advisory held its iShares TIPS Bond ETF (TIP) position steady in Q3 2026 at 113 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #573.

Toth Financial Advisory first reported a position in TIP in Q4 2017 and has held it in 29 quarters since. The position peaked at $61K in Q4 2021. 58 funds tracked by Wall St. Rank hold TIP as of Q3 2026.

  • Toth Financial Advisory held 113 shares of iShares TIPS Bond ETF worth $11.8K as of Q3 2026.
  • Toth Financial Advisory left its iShares TIPS Bond ETF share count unchanged in Q3 2026.
  • iShares TIPS Bond ETF made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #573 holding.
  • Toth Financial Advisory first reported a position in iShares TIPS Bond ETF in Q4 2017 and has held it in 29 quarters since.
  • Toth Financial Advisory's iShares TIPS Bond ETF position peaked at $61K in Q4 2021.
  • 58 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.