William B. Walkup & Associates’s iShares TIPS Bond ETF TIP Stock Holding History

William B. Walkup & Associates’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	$25.4K	Hold	244	–	–	0.01%	118
2026 Q2	$26.7K	Hold	244	–	–	0.01%	119
2026 Q1	$27.1K	Hold	244	–	–	0.02%	111
2025 Q4	$26.8K	Hold	244	–	–	0.01%	114
2025 Q3	$27.1K	Hold	244	–	–	0.01%	113
2025 Q2	$26.8K	Hold	244	–	–	0.02%	110
2025 Q1	$27.1K	Hold	244	–	–	0.02%	110
2024 Q4	$26K	Hold	244	–	–	0.02%	111
2024 Q3	$27K	Hold	244	–	–	0.02%	110
2024 Q2	$26.1K	Buy	+244	New	+$25.9K	0.02%	112

Other funds holding TIP

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

GenTrust Miami, Florida $2.65B AUM 11.42% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

William B. Walkup & Associates's TIP Position: Q3 2026 in Review

William B. Walkup & Associates held its iShares TIPS Bond ETF (TIP) position steady in Q3 2026 at 244 shares worth $25.4K. The position accounts for 0.01% of the portfolio, ranked #118.

William B. Walkup & Associates first reported a position in TIP in Q2 2024 and has held it in 10 quarters since. The position peaked at $27.1K in Q3 2025. 671 funds tracked by Wall St. Rank hold TIP as of Q3 2026.

William B. Walkup & Associates held 244 shares of iShares TIPS Bond ETF worth $25.4K as of Q3 2026.
William B. Walkup & Associates left its iShares TIPS Bond ETF share count unchanged in Q3 2026.
iShares TIPS Bond ETF made up 0.01% of William B. Walkup & Associates's portfolio in Q3 2026, its #118 holding.
William B. Walkup & Associates first reported a position in iShares TIPS Bond ETF in Q2 2024 and has held it in 10 quarters since.
William B. Walkup & Associates's iShares TIPS Bond ETF position peaked at $27.1K in Q3 2025.
671 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2026.

Based on William B. Walkup & Associates's 13F filing for Q3 2026, filed 5 Nov 2026.