Willow Creek Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.09M | Sell |
9,758
-59
| -0.6% | -$6.52K | 0.09% | 75 |
|
|
2025
Q2 | $1.08M | Sell |
9,817
-106
| -1% | -$11.6K | 0.1% | 66 |
|
|
2025
Q1 | $1.1M | Sell |
9,923
-107
| -1% | -$11.6K | 0.11% | 62 |
|
|
2024
Q4 | $1.07M | Sell |
10,030
-294
| -3% | -$31.8K | 0.11% | 62 |
|
|
2024
Q3 | $1.14M | Sell |
10,324
-1,787
| -15% | -$194K | 0.12% | 60 |
|
|
2024
Q2 | $1.29M | Sell |
12,111
-57
| -0.5% | -$6.06K | 0.15% | 57 |
|
|
2024
Q1 | $1.31M | Sell |
12,168
-341
| -3% | -$36.4K | 0.15% | 59 |
|
|
2023
Q4 | $1.34M | Sell |
12,509
-2,443
| -16% | -$255K | 0.17% | 57 |
|
|
2023
Q3 | $1.55M | Buy |
14,952
+145
| +1% | +$15.3K | 0.23% | 47 |
|
|
2023
Q2 | $1.59M | Buy |
14,807
+79
| +0.5% | +$8.6K | 0.23% | 50 |
|
|
2023
Q1 | $1.62M | Buy |
14,728
+74
| +0.5% | +$8.01K | 0.25% | 41 |
|
|
2022
Q4 | $1.56M | Sell |
14,654
-2,254
| -13% | -$241K | 0.26% | 41 |
|
|
2022
Q3 | $1.77M | Sell |
16,908
-4,223
| -20% | -$478K | 0.34% | 38 |
|
|
2022
Q2 | $2.41M | Buy |
21,131
+1,586
| +8% | +$188K | 0.45% | 28 |
|
|
2022
Q1 | $2.44M | Sell |
19,545
-1,598
| -8% | -$201K | 0.49% | 27 |
|
|
2021
Q4 | $2.73M | Sell |
21,143
-142
| -0.7% | -$18.3K | 0.56% | 24 |
|
|
2021
Q3 | $2.72M | Sell |
21,285
-1,036
| -5% | -$134K | 0.6% | 23 |
|
|
2021
Q2 | $2.86M | Sell |
22,321
-1,213
| -5% | -$154K | 0.68% | 21 |
|
|
2021
Q1 | $2.95M | Buy |
23,534
+1,318
| +6% | +$167K | 1.09% | 17 |
|
|
2020
Q4 | $2.84M | Buy |
22,216
+2,214
| +11% | +$279K | 1.07% | 14 |
|
|
2020
Q3 | $2.53M | Sell |
20,002
-1,344
| -6% | -$169K | 1.04% | 14 |
|
|
2020
Q2 | $2.63M | Buy |
21,346
+634
| +3% | +$77.1K | 1.18% | 12 |
|
|
2020
Q1 | $2.44M | Sell |
20,712
-1,495
| -7% | -$176K | 1.23% | 13 |
|
|
2019
Q4 | $2.59M | Sell |
22,207
-2,196
| -9% | -$255K | 1.18% | 13 |
|
|
2019
Q3 | $2.84M | Sell |
24,403
-456
| -2% | -$52.9K | 1.32% | 12 |
|
|
2019
Q2 | $2.87M | Buy |
24,859
+146
| +0.6% | +$16.6K | 1.38% | 12 |
|
|
2019
Q1 | $2.79M | Sell |
24,713
-902
| -4% | -$100K | 1.41% | 12 |
|
|
2018
Q4 | $2.81M | Sell |
25,615
-9,350
| -27% | -$1.02M | 1.49% | 12 |
|
|
2018
Q3 | $3.87M | Sell |
34,965
-502
| -1% | -$56.1K | 2.16% | 5 |
|
|
2018
Q2 | $4M | Buy |
35,467
+524
| +1% | +$58.8K | 2.25% | 5 |
|
|
2018
Q1 | $3.95M | Sell |
34,943
-3,435
| -9% | -$387K | 2.12% | 6 |
|
|
2017
Q4 | $4.38M | Sell |
38,378
-107,036
| -74% | -$12.2M | 2.89% | 5 |
|
|
2017
Q3 | $16.5M | Buy |
145,414
+6,040
| +4% | +$688K | 10.78% | 3 |
|
|
2017
Q2 | $15.8M | Buy |
139,374
+4,079
| +3% | +$466K | 10.64% | 3 |
|
|
2017
Q1 | $15.5M | Buy |
135,295
+7,636
| +6% | +$870K | 10.71% | 3 |
|
|
2016
Q4 | $14.4M | Buy |
127,659
+10,198
| +9% | +$1.16M | 10.66% | 3 |
|
|
2016
Q3 | $13.7M | Sell |
117,461
-727
| -0.6% | -$84.4K | 10.77% | 3 |
|
|
2016
Q2 | $13.8M | Buy |
118,188
+2,830
| +2% | +$325K | 11.21% | 3 |
|
|
2016
Q1 | $13.2M | Sell |
115,358
-1,483
| -1% | -$166K | 11.98% | 3 |
|
|
2015
Q4 | $12.8M | Buy |
116,841
+581
| +0.5% | +$64.2K | 11.54% | 3 |
|
|
2015
Q3 | $12.9M | Sell |
116,260
-1,919
| -2% | -$214K | 11.88% | 3 |
|
|
2015
Q2 | $13.2M | Buy |
118,179
+4,391
| +4% | +$496K | 12.33% | 3 |
|
|
2015
Q1 | $12.9M | Buy |
113,788
+801
| +0.7% | +$90.8K | 12.13% | 3 |
|
|
2014
Q4 | $12.7M | Buy |
+112,987
| New | +$12.8M | 12.38% | 3 |
|
Other funds holding TIP
SLI
Willow Creek Wealth Management's TIP Position: Q3 2025 in Review
Willow Creek Wealth Management reduced its iShares TIPS Bond ETF (TIP) stake by 0.6% in Q3 2025, selling an estimated $6.52K and leaving 9,758 shares worth $1.09M. The position accounts for 0.09% of the portfolio, ranked #75.
Willow Creek Wealth Management first reported a position in TIP in Q4 2014 and has held it in 44 quarters since. The position peaked at $16.5M in Q3 2017. 961 funds tracked by Wall St. Rank hold TIP as of Q3 2025.
- Willow Creek Wealth Management held 9,758 shares of iShares TIPS Bond ETF worth $1.09M as of Q3 2025.
- Willow Creek Wealth Management sold 59 iShares TIPS Bond ETF shares in Q3 2025, an estimated $6.52K.
- iShares TIPS Bond ETF made up 0.09% of Willow Creek Wealth Management's portfolio in Q3 2025, its #75 holding.
- Willow Creek Wealth Management first reported a position in iShares TIPS Bond ETF in Q4 2014 and has held it in 44 quarters since.
- Willow Creek Wealth Management's iShares TIPS Bond ETF position peaked at $16.5M in Q3 2017.
- 961 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2025.
Based on Willow Creek Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.