Advus Financial Partners’s iShares TIPS Bond ETF TIP Stock Holding History

Advus Financial Partners’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	-2,033	Closed	-$217K	–	247
2024 Q4	$217K	Sell	2,033 -5,862	-74%	-$635K	0.06%	211
2024 Q3	$872K	Sell	7,895 -2,051	-21%	-$223K	0.25%	61
2024 Q2	$1.06M	Sell	9,946 -93	-0.9%	-$9.89K	0.32%	48
2024 Q1	$1.08M	Sell	10,039 -754	-7%	-$80.6K	0.33%	48
2023 Q4	$1.16M	Buy	10,793 +213	+2%	+$22.3K	0.4%	42
2023 Q3	$1.1M	Buy	+10,580	New	+$1.12M	0.43%	37
2023 Q1	–	Sell	-18,970	Closed	-$2.02M	–	163
2022 Q4	$2.02M	Sell	18,970 -1,203	-6%	-$128K	0.88%	25
2022 Q3	$2.12M	Buy	20,173 +1,261	+7%	+$143K	1.13%	22
2022 Q2	$2.15M	Buy	18,912 +10,148	+116%	+$1.2M	1.14%	22
2022 Q1	$1.09M	Buy	+8,764	New	+$1.1M	0.56%	32

Other funds holding TIP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Advus Financial Partners's TIP Position: Q1 2025 in Review

Advus Financial Partners sold out of iShares TIPS Bond ETF (TIP) in Q1 2025, closing a stake of 2,033 shares — an estimated $217K sold.

Advus Financial Partners first reported a position in TIP in Q1 2022 and held it in 10 quarters. The position peaked at $2.15M in Q2 2022. 1,004 funds tracked by Wall St. Rank hold TIP as of Q1 2025.

Advus Financial Partners reported no remaining iShares TIPS Bond ETF position as of Q1 2025 after selling out during the quarter.
Advus Financial Partners sold 2,033 iShares TIPS Bond ETF shares in Q1 2025, an estimated $217K.
Advus Financial Partners first reported a position in iShares TIPS Bond ETF in Q1 2022 and held it in 10 quarters.
Advus Financial Partners's iShares TIPS Bond ETF position peaked at $2.15M in Q2 2022.
1,004 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2025.

Based on Advus Financial Partners's 13F filing for Q1 2025, filed 25 Aug 2026.