Wealth Quarterback
TIP icon

Wealth Quarterback’s iShares TIPS Bond ETF TIP Stock Holding History

Wealth Quarterback’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 		$220K Sell
2,115
-100
-5% -$10.7K 0.07% 164
2026
Q2 		$242K Sell
2,215
-458
-17% -$50.6K 0.07% 158
2026
Q1 		$295K Sell
2,673
-258
-9% -$28.6K 0.12% 128
2025
Q4 		$322K Buy
2,931
+18
+0.6% +$2K 0.12% 121
2025
Q3 		$324K Sell
2,913
-107
-4% -$11.8K 0.13% 119
2025
Q2 		$332K Sell
3,020
-408
-12% -$44.5K 0.16% 105
2025
Q1 		$381K Sell
3,428
-574
-14% -$62.4K 0.21% 86
2024
Q4 		$426K Sell
4,002
-1,111
-22% -$120K 0.2% 76
2024
Q3 		$565K Sell
5,113
-63
-1% -$6.84K 0.29% 67
2024
Q2 		$553K Sell
5,176
-672
-11% -$71.5K 0.31% 64
2024
Q1 		$628K Sell
5,848
-73
-1% -$7.8K 0.35% 66
2023
Q4 		$636K Sell
5,921
-1,745
-23% -$182K 0.39% 60
2023
Q3 		$795K Sell
7,666
-52,037
-87% -$5.51M 0.69% 32
2023
Q2 		$6.43M Buy
59,703
+1,365
+2% +$149K 4.45% 7
2023
Q1 		$6.43M Sell
58,338
-251
-0.4% -$27.2K 5.46% 2
2022
Q4 		$6.24M Sell
58,589
-1,282
-2% -$137K 5.17% 2
2022
Q3 		$6.28M Sell
59,871
-181
-0.3% -$20.5K 6.68% 1
2022
Q2 		$6.84M Buy
+60,052
New +$7.12M 5.33% 2
2021
Q3 		$8.12M Buy
70,657
+6,400
+10% +$825K 5.4% 3
2021
Q2 		$8.23M Buy
+64,257
New +$8.16M 5% 3
2020
Q4 		– Sell
-2,673
Closed -$329K – 125
2020
Q3 		$329K Hold
2,673
– – 0.3% 79
2020
Q2 		$329K Sell
2,673
-1,491
-36% -$181K 0.3% 79
2020
Q1 		$475K Buy
4,164
+1,678
+67% +$198K 0.44% 51
2019
Q4 		$290K Buy
+2,486
New +$289K 0.25% 83

Other funds holding TIP

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Viewpoint Investment Partners
Viewpoint Investment Partners Calgary, Alberta, Canada $319M AUM 12.4% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
KWMG LLC
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Independence Financial Advisors
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
Cypress Capital
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

Wealth Quarterback's TIP Position: Q3 2026 in Review

Wealth Quarterback reduced its iShares TIPS Bond ETF (TIP) stake by 4.5% in Q3 2026, selling an estimated $10.7K and leaving 2,115 shares worth $220K. The position accounts for 0.07% of the portfolio, ranked #164.

Wealth Quarterback first reported a position in TIP in Q4 2019 and has held it in 24 quarters since. The position peaked at $8.23M in Q2 2021. 310 funds tracked by Wall St. Rank hold TIP as of Q3 2026.

  • Wealth Quarterback held 2,115 shares of iShares TIPS Bond ETF worth $220K as of Q3 2026.
  • Wealth Quarterback sold 100 iShares TIPS Bond ETF shares in Q3 2026, an estimated $10.7K.
  • iShares TIPS Bond ETF made up 0.07% of Wealth Quarterback's portfolio in Q3 2026, its #164 holding.
  • Wealth Quarterback first reported a position in iShares TIPS Bond ETF in Q4 2019 and has held it in 24 quarters since.
  • Wealth Quarterback's iShares TIPS Bond ETF position peaked at $8.23M in Q2 2021.
  • 310 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2026.

Based on Wealth Quarterback's 13F filing for Q3 2026, filed 20 Oct 2026.