TIP — ISHARES TR

Ownership history in Net Worth Advisory Group  ·  6 quarters on record

This page tracks every 13F SEC filing in which Net Worth Advisory Group 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
3.78% (2025 Q1)
Avg. % of fund
3.23%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 114,018 +9,008 +8.6% 2.53% $12.5M $109.91
2025 Q3 REDUCED 105,010 -4,972 -4.5% 3.38% $11.7M $110.00
2025 Q2 ADDED 109,982 +1,848 +1.7% 2.68% $12.1M $107.79
2025 Q1 ADDED 108,134 +794 +0.7% 3.78% $12.0M $107.33
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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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