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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
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 		$26.9K 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

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

William B. Walkup & Associates's TIP Position: Q2 2026 in Review

William B. Walkup & Associates held its iShares TIPS Bond ETF (TIP) position steady in Q2 2026 at 244 shares worth $26.7K. The position accounts for 0.01% of the portfolio, ranked #119.

William B. Walkup & Associates first reported a position in TIP in Q2 2024 and has held it in 9 quarters since. The position peaked at $27.1K in Q3 2025. 475 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • William B. Walkup & Associates held 244 shares of iShares TIPS Bond ETF worth $26.7K as of Q2 2026.
  • William B. Walkup & Associates left its iShares TIPS Bond ETF share count unchanged in Q2 2026.
  • iShares TIPS Bond ETF made up 0.01% of William B. Walkup & Associates's portfolio in Q2 2026, its #119 holding.
  • William B. Walkup & Associates first reported a position in iShares TIPS Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • William B. Walkup & Associates's iShares TIPS Bond ETF position peaked at $27.1K in Q3 2025.
  • 475 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on William B. Walkup & Associates's 13F filing for Q2 2026, filed 30 Jul 2026.