Back to AXXCESS WEALTH MANAGEMENT, LLC AXXCESS WEALTH MANAGEMENT, LLC

TIPTIP
14 quarters

Position history for AXXCESS WEALTH MANAGEMENT, LLCAXXCESS WEALTH MANAGEMENT, LLC's holdings in ISHARES TR

Yes. Axxcess Wealth Management holds 8,864 shares of TIP, worth $922,257, as of its Q3 2026 13F filing. It opened the position in Q3 2026.

Current Value

$922,257

Current Shares

8,864

Total Value Change

-$19M

Total Shares Change

-145,169

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q3
Latest
New
8,864
-
$922,2570.0%$104.04
35
2024-Q4
Exited
0
-100.0%
$00.0%$100.27
0
2024-Q3
New
1,820
-
$201,0550.0%$103.43
32
2024-Q2
Exited
0
-100.0%
$00.0%$99.38
0
2024-Q1
Decreased
48,083
-7.0%
$5.2M0.1%$98.57
0
2023-Q4
Increased
51,731
+108.8%
$5.6M0.2%$98.64
52
2023-Q3
Increased
24,779
+246.8%
$2.6M0.1%$94.38
42
2023-Q2
Decreased
7,146
-6.1%
$769,0690.1%$96.97
0
2023-Q1
Decreased
7,610
-43.2%
$839,0190.1%$98.43
0
2022-Q4
Decreased
13,392
-7.9%
$1.4M0.1%$95.03
0
2022-Q3
Decreased
14,546
-5.4%
$1.5M0.1%$93.24
0
2022-Q2
Decreased
15,375
-30.4%
$1.8M0.2%$98.50
0
2022-Q1
Decreased
22,093
-85.7%
$2.8M0.2%$104.98
0
2021-Q4
First report
154,033
-
$19.9M1.5%$108.31
0

Other major holders of TIP: BlackRock, Inc., BlackRock Finance, Inc., BANK OF AMERICA CORP /DE/

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used