Valen Private Capital’s iShares TIPS Bond ETF TIP Stock Holding History

Valen Private Capital’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	$11.6M	Buy	+111,885	New	+$12M	3.6%	6

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

Valen Private Capital's TIP Position: Q3 2026 in Review

Valen Private Capital opened a new position in iShares TIPS Bond ETF (TIP) in Q3 2026: 111,885 shares worth $11.6M. The stake represents 3.6% of the portfolio and ranks #6 among its holdings.

418 funds tracked by Wall St. Rank hold TIP as of Q3 2026.

Valen Private Capital held 111,885 shares of iShares TIPS Bond ETF worth $11.6M as of Q3 2026.
iShares TIPS Bond ETF was a new Valen Private Capital position in Q3 2026.
iShares TIPS Bond ETF made up 3.6% of Valen Private Capital's portfolio in Q3 2026, its #6 holding.
418 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2026.

Based on Valen Private Capital's 13F filing for Q3 2026, filed 23 Oct 2026.