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Verger Capital Management’s iShares TIPS Bond ETF TIP Stock Holding History

Verger Capital Management’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
Q2 		$13.6M Buy
124,105
+24,910
+25% +$2.75M 3.98% 9
2026
Q1 		$10.9M Sell
99,195
-3,526
-3% -$390K 3.23% 9
2025
Q4 		$11.3M Buy
102,721
+2,885
+3% +$320K 3.34% 9
2025
Q3 		$11.1M Sell
99,836
-70
-0.1% -$7.73K 3.6% 9
2025
Q2 		$11M Sell
99,906
-137
-0.1% -$14.9K 4.33% 9
2025
Q1 		$11.1M Buy
100,043
+8,434
+9% +$916K 4.89% 8
2024
Q4 		$9.76M Buy
91,609
+416
+0.5% +$45K 4.86% 8
2024
Q3 		$10.1M Buy
91,193
+25,695
+39% +$2.79M 4.99% 9
2024
Q2 		$6.99M Buy
65,498
+754
+1% +$80.2K 3.57% 9
2024
Q1 		$6.95M Hold
64,744
– – 3.55% 9
2023
Q4 		$6.96M Buy
64,744
+11,388
+21% +$1.19M 3.88% 9
2023
Q3 		$5.53M Sell
53,356
-10,122
-16% -$1.07M 4.89% 8
2023
Q2 		$6.83M Buy
63,478
+3,063
+5% +$334K 4.24% 9
2023
Q1 		$6.66M Hold
60,415
– – 3.59% 9
2022
Q4 		$6.43M Buy
60,415
+872
+1% +$93.1K 3.61% 9
2022
Q3 		$6.25M Buy
59,543
+8,852
+17% +$1M 4.12% 9
2022
Q2 		$5.77M Buy
50,691
+1,297
+3% +$154K 4.3% 7
2022
Q1 		$6.15M Buy
49,394
+261
+0.5% +$32.8K 4.82% 8
2021
Q4 		$6.35M Sell
49,133
-3,281
-6% -$423K 4.89% 9
2021
Q3 		$6.69M Buy
52,414
+1,007
+2% +$130K 5.46% 7
2021
Q2 		$6.58M Sell
51,407
-1,115
-2% -$142K 5.39% 6
2021
Q1 		$6.59M Hold
52,522
– – 5.67% 6
2020
Q4 		$6.7M Buy
52,522
+2,831
+6% +$357K 5.87% 6
2020
Q3 		$6.29M Hold
49,691
– – 5.63% 7
2020
Q2 		$6.11M Buy
49,691
+194
+0.4% +$23.6K 5% 6
2020
Q1 		$5.84M Sell
49,497
-5,424
-10% -$639K 4.53% 7
2019
Q4 		$6.4M Sell
54,921
-656
-1% -$76.3K 3.14% 9
2019
Q3 		$6.46M Sell
55,577
-4,235
-7% -$492K 3.45% 8
2019
Q2 		$6.91M Buy
59,812
+350
+0.6% +$39.8K 3.66% 8
2019
Q1 		$6.72M Sell
59,462
-2,725
-4% -$302K 3.58% 8
2018
Q4 		$6.81M Buy
62,187
+302
+0.5% +$33K 3.73% 8
2018
Q3 		$6.85M Sell
61,885
-5,996
-9% -$670K 3.1% 9
2018
Q2 		$7.66M Buy
67,881
+1,653
+2% +$186K 3.04% 8
2018
Q1 		$7.49M Sell
66,228
-462
-0.7% -$52K 3.12% 8
2017
Q4 		$7.61M Buy
66,690
+10,115
+18% +$1.15M 2.97% 7
2017
Q3 		$6.43M Buy
56,575
+370
+0.7% +$42.1K 2.52% 9
2017
Q2 		$6.38M Buy
56,205
+6,034
+12% +$690K 2.77% 8
2017
Q1 		$5.75M Buy
50,171
+17,100
+52% +$1.95M 2.56% 8
2016
Q4 		$3.74M Buy
+33,071
New +$3.78M 1.66% 12

Other funds holding TIP

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
VIP
Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return

Verger Capital Management's TIP Position: Q2 2026 in Review

Verger Capital Management increased its iShares TIPS Bond ETF (TIP) stake by 25% in Q2 2026, buying an estimated $2.75M and bringing the position to 124,105 shares worth $13.6M. The position accounts for 3.98% of the portfolio, ranked #9.

Verger Capital Management first reported a position in TIP in Q4 2016 and has held it in 39 quarters since. 475 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Verger Capital Management held 124,105 shares of iShares TIPS Bond ETF worth $13.6M as of Q2 2026.
  • Verger Capital Management bought 24,910 iShares TIPS Bond ETF shares in Q2 2026, an estimated $2.75M.
  • iShares TIPS Bond ETF made up 3.98% of Verger Capital Management's portfolio in Q2 2026, its #9 holding.
  • Verger Capital Management first reported a position in iShares TIPS Bond ETF in Q4 2016 and has held it in 39 quarters since.
  • 475 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Verger Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.