TIP — ISHARES TR

Ownership history in Wealth Forward, LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which Wealth Forward, 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
8.75% (2023 Q4)
Avg. % of fund
7.61%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 92,688 +1,297 +1.4% 5.76% $10.2M $109.91
2025 Q3 REDUCED 91,391 -12,539 -12.1% 5.90% $10.2M $110.00
2025 Q2 ADDED 103,930 +851 +0.8% 7.69% $11.4M $107.79
2025 Q1 ADDED 103,079 +975 +1.0% 8.15% $11.5M $107.33
5 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% 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% Rock Creek Group, LP 3Y 7Y 4.57%
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