Valley Wealth Managers’s iShares TIPS Bond ETF TIP Stock Holding History

Valley Wealth Managers’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	$93	Hold	1	–	–	﹤0.01%	334
2026 Q2	$98	Hold	1	–	–	﹤0.01%	335
2026 Q1	$99	Hold	1	–	–	﹤0.01%	310
2025 Q4	$98	Hold	1	–	–	﹤0.01%	345
2025 Q3	$99	Hold	1	–	–	﹤0.01%	292
2025 Q2	$98	Hold	1	–	–	﹤0.01%	288
2025 Q1	$99	Hold	1	–	–	﹤0.01%	354
2024 Q4	$95	Hold	1	–	–	﹤0.01%	387
2024 Q3	$99	Hold	1	–	–	﹤0.01%	388
2024 Q2	$95	Hold	1	–	–	﹤0.01%	364
2024 Q1	$96	Hold	1	–	–	﹤0.01%	307
2023 Q4	$96	Sell	1 -248	-100%	-$25.9K	﹤0.01%	326
2023 Q3	$25.8K	Sell	249 -16	-6%	-$1.69K	﹤0.01%	246
2023 Q2	$28.5K	Sell	265 -1,461	-85%	-$159K	﹤0.01%	235
2023 Q1	$190K	Sell	1,726 -31	-2%	-$3.36K	0.02%	169
2022 Q4	$187K	Sell	1,757 -298	-15%	-$31.8K	0.02%	173
2022 Q3	$216K	Sell	2,055 -147	-7%	-$16.6K	0.02%	160
2022 Q2	$251K	Buy	+2,202	New	+$261K	0.02%	167

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

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

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

Cypress Capital Franklin, Tennessee $377M AUM 11.3% 1-Year Est. Return

VIS

Vertex Investment Solutions Chiyoda-Ku $137M AUM 0.07% 1-Year Est. Return

Ted Buchan & Co San Diego, California $303M AUM 15.07% 1-Year Est. Return

Valley Wealth Managers's TIP Position: Q3 2026 in Review

Valley Wealth Managers held its iShares TIPS Bond ETF (TIP) position steady in Q3 2026 at 1 share worth $93. The position accounts for ﹤0.01% of the portfolio, ranked #334.

Valley Wealth Managers first reported a position in TIP in Q2 2022 and has held it in 18 quarters since. The position peaked at $251K in Q2 2022. 302 funds tracked by Wall St. Rank hold TIP as of Q3 2026.

Valley Wealth Managers held 1 share of iShares TIPS Bond ETF worth $93 as of Q3 2026.
Valley Wealth Managers left its iShares TIPS Bond ETF share count unchanged in Q3 2026.
iShares TIPS Bond ETF made up ﹤0.01% of Valley Wealth Managers's portfolio in Q3 2026, its #334 holding.
Valley Wealth Managers first reported a position in iShares TIPS Bond ETF in Q2 2022 and has held it in 18 quarters since.
Valley Wealth Managers's iShares TIPS Bond ETF position peaked at $251K in Q2 2022.
302 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.