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Abich Financial Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History

Abich Financial Wealth Management’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
Q3 		$389K Buy
+3,496
New +$386K 0.14% 56
2024
Q3 		$17.3K Sell
157
-717
-82% -$77.9K 0.04% 164
2024
Q2 		$93.3K Buy
874
+194
+29% +$20.6K 0.06% 100
2024
Q1 		$73K Sell
680
-392
-37% -$41.9K 0.06% 107
2023
Q4 		$115K Buy
+1,072
New +$112K 0.11% 29

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
UBS Group
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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Abich Financial Wealth Management's TIP Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in iShares TIPS Bond ETF (TIP) in Q3 2025: 3,496 shares worth $389K. The stake represents 0.14% of the portfolio and ranks #56 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in TIP as recently as Q3 2024.

Abich Financial Wealth Management first reported a position in TIP in Q4 2023 and has held it in 5 quarters since. 961 funds tracked by Wall St. Rank hold TIP as of Q3 2025.

  • Abich Financial Wealth Management held 3,496 shares of iShares TIPS Bond ETF worth $389K as of Q3 2025.
  • iShares TIPS Bond ETF was a new Abich Financial Wealth Management position in Q3 2025.
  • iShares TIPS Bond ETF made up 0.14% of Abich Financial Wealth Management's portfolio in Q3 2025, its #56 holding.
  • Abich Financial Wealth Management first reported a position in iShares TIPS Bond ETF in Q4 2023 and has held it in 5 quarters since.
  • 961 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.