Unique Wealth Strategies’s iShares TIPS Bond ETF TIP Stock Holding History

Unique Wealth Strategies’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	$1.17M	Hold	10,700	–	–	0.43%	49
2026 Q2	$1.17M	Buy	10,700 +100	+0.9%	+$11.1K	0.43%	49
2026 Q1	$1.17M	Buy	10,600 +1,011	+11%	+$112K	0.47%	51
2025 Q4	$1.05M	Buy	9,589 +454	+5%	+$50.4K	0.41%	58
2025 Q3	$1.02M	Buy	9,135 +117	+1%	+$12.9K	0.39%	63
2025 Q2	$992K	Buy	9,018 +297	+3%	+$32.4K	0.41%	61
2025 Q1	$969K	Buy	8,721 +527	+6%	+$57.2K	0.44%	56
2024 Q4	$873K	Buy	8,194 +312	+4%	+$33.8K	0.38%	62
2024 Q3	$871K	Buy	7,882 +1,517	+24%	+$165K	0.37%	72
2024 Q2	$684K	Hold	6,365	–	–	0.32%	91
2024 Q1	$684K	Buy	+6,365	New	+$680K	0.33%	91

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

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

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

Unique Wealth Strategies's TIP Position: Q3 2026 in Review

Unique Wealth Strategies held its iShares TIPS Bond ETF (TIP) position steady in Q3 2026 at 10,700 shares worth $1.17M. The position accounts for 0.43% of the portfolio, ranked #49.

Unique Wealth Strategies first reported a position in TIP in Q1 2024 and has held it in 11 quarters since. 398 funds tracked by Wall St. Rank hold TIP as of Q3 2026.

Unique Wealth Strategies held 10,700 shares of iShares TIPS Bond ETF worth $1.17M as of Q3 2026.
Unique Wealth Strategies left its iShares TIPS Bond ETF share count unchanged in Q3 2026.
iShares TIPS Bond ETF made up 0.43% of Unique Wealth Strategies's portfolio in Q3 2026, its #49 holding.
Unique Wealth Strategies first reported a position in iShares TIPS Bond ETF in Q1 2024 and has held it in 11 quarters since.
398 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2026.

Based on Unique Wealth Strategies's 13F filing for Q3 2026, filed 13 Oct 2026.