VisionPoint Advisory Group’s iShares TIPS Bond ETF TIP Stock Holding History

VisionPoint Advisory Group’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	$607K	Sell	5,833 -919	-14%	-$98.3K	0.1%	213
2026 Q2	$739K	Sell	6,752 -574	-8%	-$63.5K	0.12%	194
2026 Q1	$808K	Buy	7,326 +493	+7%	+$54.6K	0.15%	152
2025 Q4	$751K	Buy	6,833 +268	+4%	+$29.7K	0.15%	160
2025 Q3	$730K	Sell	6,565 -4	-0.1%	-$442	0.15%	162
2025 Q2	$723K	Buy	6,569 +4,187	+176%	+$457K	0.16%	145
2025 Q1	$265K	Buy	+2,382	New	+$259K	0.09%	176
2024 Q3	–	Sell	-208	Closed	-$22.2K	–	728
2024 Q2	$22.2K	Buy	208 +92	+79%	+$9.8K	0.01%	375
2024 Q1	$12.4K	Buy	116 +95	+452%	+$10.2K	﹤0.01%	443
2023 Q4	$2.16K	Sell	21 -9,294	-100%	-$972K	﹤0.01%	618
2023 Q3	$966K	Buy	+9,315	New	+$986K	0.41%	66

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

Verger Capital Management Winston-Salem, North Carolina $363M AUM 13.28% 1-Year Est. Return

VisionPoint Advisory Group's TIP Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its iShares TIPS Bond ETF (TIP) stake by 14% in Q3 2026, selling an estimated $98.3K and leaving 5,833 shares worth $607K. The position accounts for 0.1% of the portfolio, ranked #213.

VisionPoint Advisory Group first reported a position in TIP in Q3 2023 and has held it in 11 quarters since. The position peaked at $966K in Q3 2023. 269 funds tracked by Wall St. Rank hold TIP as of Q3 2026.

VisionPoint Advisory Group held 5,833 shares of iShares TIPS Bond ETF worth $607K as of Q3 2026.
VisionPoint Advisory Group sold 919 iShares TIPS Bond ETF shares in Q3 2026, an estimated $98.3K.
iShares TIPS Bond ETF made up 0.1% of VisionPoint Advisory Group's portfolio in Q3 2026, its #213 holding.
VisionPoint Advisory Group first reported a position in iShares TIPS Bond ETF in Q3 2023 and has held it in 11 quarters since.
VisionPoint Advisory Group's iShares TIPS Bond ETF position peaked at $966K in Q3 2023.
269 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.