VVP
TIP icon

Venture Visionary Partners’s iShares TIPS Bond ETF TIP Stock Holding History

Venture Visionary Partners’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 		$259K Sell
2,493
-4
-0.2% -$428 0.01% 601
2026
Q2 		$273K Buy
2,497
+19
+0.8% +$2.1K 0.01% 601
2026
Q1 		$273K Sell
2,478
-217
-8% -$24K 0.01% 535
2025
Q4 		$296K Sell
2,695
-70
-3% -$7.76K 0.01% 522
2025
Q3 		$308K Sell
2,765
-1,218
-31% -$135K 0.01% 509
2025
Q2 		$438K Buy
3,983
+238
+6% +$26K 0.02% 423
2025
Q1 		$416K Sell
3,745
-27
-0.7% -$2.93K 0.02% 417
2024
Q4 		$402K Sell
3,772
-1
-0% -$108 0.02% 412
2024
Q3 		$417K Sell
3,773
-11
-0.3% -$1.2K 0.02% 410
2024
Q2 		$404K Sell
3,784
-75
-2% -$7.97K 0.02% 417
2024
Q1 		$414K Sell
3,859
-248
-6% -$26.5K 0.02% 411
2023
Q4 		$441K Buy
4,107
+640
+18% +$66.9K 0.02% 374
2023
Q3 		$360K Sell
3,467
-200
-5% -$21.2K 0.02% 389
2023
Q2 		$395K Sell
3,667
-477
-12% -$51.9K 0.02% 382
2023
Q1 		$457K Hold
4,144
– – 0.03% 343
2022
Q4 		$441K Sell
4,144
-1,697
-29% -$181K 0.03% 337
2022
Q3 		$612K Sell
5,841
-281
-5% -$31.8K 0.05% 266
2022
Q2 		$697K Sell
6,122
-19
-0.3% -$2.25K 0.05% 246
2022
Q1 		$764K Buy
6,141
+420
+7% +$52.8K 0.05% 252
2021
Q4 		$739K Hold
5,721
– – 0.05% 266
2021
Q3 		$730K Buy
5,721
+309
+6% +$39.8K 0.05% 258
2021
Q2 		$692K Buy
5,412
+1,827
+51% +$232K 0.06% 258
2021
Q1 		$449K Sell
3,585
-207
-5% -$26.2K 0.04% 312
2020
Q4 		$484K Buy
3,792
+196
+5% +$24.7K 0.05% 241
2020
Q3 		$454K Buy
3,596
+1,486
+70% +$187K 0.11% 109
2020
Q2 		$259K Buy
2,110
+410
+24% +$49.8K 0.08% 139
2020
Q1 		$200K Sell
1,700
-249
-13% -$29.3K 0.08% 144
2019
Q4 		$227K Buy
+1,949
New +$227K 0.07% 155

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

Venture Visionary Partners's TIP Position: Q3 2026 in Review

Venture Visionary Partners reduced its iShares TIPS Bond ETF (TIP) stake by 0.16% in Q3 2026, selling an estimated $428 and leaving 2,493 shares worth $259K. The position accounts for 0.01% of the portfolio, ranked #601.

Venture Visionary Partners first reported a position in TIP in Q4 2019 and has held it in 28 quarters since. The position peaked at $764K in Q1 2022. 58 funds tracked by Wall St. Rank hold TIP as of Q3 2026.

  • Venture Visionary Partners held 2,493 shares of iShares TIPS Bond ETF worth $259K as of Q3 2026.
  • Venture Visionary Partners sold 4 iShares TIPS Bond ETF shares in Q3 2026, an estimated $428.
  • iShares TIPS Bond ETF made up 0.01% of Venture Visionary Partners's portfolio in Q3 2026, its #601 holding.
  • Venture Visionary Partners first reported a position in iShares TIPS Bond ETF in Q4 2019 and has held it in 28 quarters since.
  • Venture Visionary Partners's iShares TIPS Bond ETF position peaked at $764K in Q1 2022.
  • 58 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2026.

Based on Venture Visionary Partners's 13F filing for Q3 2026, filed 7 Oct 2026.