TIP — ISHARES TIPS BOND ETF

Ownership history in Rather & Kittrell, Inc.  ·  17 quarters on record

This page tracks every 13F SEC filing in which Rather & Kittrell, Inc. reported a position in ISHARES TIPS BOND ETF (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
3.85% (2022 Q2)
Avg. % of fund
1.88%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 53,204 +493 +0.9% 0.94% $5.8M $109.91
2025 Q3 REDUCED 52,711 -1,356 -2.5% 1.03% $5.9M $110.00
2025 Q2 ADDED 54,067 +203 +0.4% 1.18% $5.9M $107.79
2025 Q1 REDUCED 53,864 -1,715 -3.1% 1.30% $6.0M $107.33
13 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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