5T Wealth’s iShares TIPS Bond ETF TIP Stock Holding History

5T Wealth’s Portfolio TIP Stock Details TIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-3,229	Closed	-$344K	–	102
2024 Q4	$344K	Buy	+3,229	New	+$350K	0.19%	86

Other funds holding TIP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

5T Wealth's TIP Position: Q1 2025 in Review

5T Wealth sold out of iShares TIPS Bond ETF (TIP) in Q1 2025, closing a stake of 3,229 shares — an estimated $344K sold.

5T Wealth first reported a position in TIP in Q4 2024 and held it in 1 quarter. The position peaked at $344K in Q4 2024. 1,001 funds tracked by Wall St. Rank hold TIP as of Q1 2025.

5T Wealth reported no remaining iShares TIPS Bond ETF position as of Q1 2025 after selling out during the quarter.
5T Wealth sold 3,229 iShares TIPS Bond ETF shares in Q1 2025, an estimated $344K.
5T Wealth first reported a position in iShares TIPS Bond ETF in Q4 2024 and held it in 1 quarter.
5T Wealth's iShares TIPS Bond ETF position peaked at $344K in Q4 2024.
1,001 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2025.

Based on 5T Wealth's 13F filing for Q1 2025, filed 22 Apr 2025.