TIP — ISHARES TR

Ownership history in Financial Architects, LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which Financial Architects, LLC reported a position in ISHARES TR (TIP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.47% (2024 Q3)
Avg. % of fund
0.35%
First filed
2024 Q1
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 5,450 +465 +9.3% 0.32% $599K $109.91
2025 Q1 REDUCED 4,985 -210 -4.0% 0.35% $554K $107.33
2024 Q4 REDUCED 5,195 -1,340 -20.5% 0.35% $554K $102.95
2024 Q3 ADDED 6,535 +250 +4.0% 0.47% $722K $106.18
2024 Q2 ADDED 6,285 +4,030 +178.7% 0.46% $671K $102.03
2024 Q1 INITIATED 2,255 — — 0.17% $242K —
% of Fund (quarterly)    TIP price (monthly, adj. close)

Other funds also holding TIP

As of 2025 Q4 — sorted by position size

Vinland Capital Management Gestora de Recursos LTDA. 27.68% Vinland Capital Management Gestora de Recursos LTDA. 20.48% VIEWPOINT INVESTMENT PARTNERS CORP 3Y 7Y 19.84% MARTIN & CO INC /TN/ 3Y 7Y 11.97% DORVAL Corp 6.14% Wealth Forward, LLC 5.76% Cypress Capital, LLC 3Y 7Y 5.09% MUSTICO FINANCIAL GROUP, INC. 5.06% Arbor Investment Advisors, LLC 3Y 7Y 4.71% Ameraudi Asset Management, Inc. 3Y 4.7%
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