Advisor Resource Council’s iShares TIPS Bond ETF TIP Stock Holding History

Advisor Resource Council’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 Q2	–	Sell	-33,547	Closed	-$3.64M	–	546
2025 Q1	$3.64M	Buy	+33,547	New	+$3.64M	0.29%	91
2024 Q1	–	Sell	-42,716	Closed	-$4.59M	–	497
2023 Q4	$4.59M	Buy	+42,716	New	+$4.47M	0.53%	47
2022 Q3	–	Sell	-84,949	Closed	-$9.68M	–	465
2022 Q2	$9.68M	Buy	84,949 +79,707	+1,521%	+$9.45M	0.9%	26
2022 Q1	$653K	Sell	5,242 -45,150	-90%	-$5.68M	0.2%	122
2021 Q4	$6.51M	Buy	+50,392	New	+$6.5M	0.51%	36
2021 Q3	–	Sell	-30,596	Closed	-$3.92M	–	466
2021 Q2	$3.92M	Buy	+30,596	New	+$3.89M	0.41%	52

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Advisor Resource Council's TIP Position: Q2 2025 in Review

Advisor Resource Council sold out of iShares TIPS Bond ETF (TIP) in Q2 2025, closing a stake of 33,547 shares — an estimated $3.64M sold.

Advisor Resource Council first reported a position in TIP in Q2 2021 and held it in 6 quarters. The position peaked at $9.68M in Q2 2022. 975 funds tracked by Wall St. Rank hold TIP as of Q2 2025.

Advisor Resource Council reported no remaining iShares TIPS Bond ETF position as of Q2 2025 after selling out during the quarter.
Advisor Resource Council sold 33,547 iShares TIPS Bond ETF shares in Q2 2025, an estimated $3.64M.
Advisor Resource Council first reported a position in iShares TIPS Bond ETF in Q2 2021 and held it in 6 quarters.
Advisor Resource Council's iShares TIPS Bond ETF position peaked at $9.68M in Q2 2022.
975 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.