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All Terrain Financial Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

All Terrain Financial Advisors’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
-2,099
Closed -$224K – 114
2024
Q4 		$224K Sell
2,099
-155
-7% -$16.8K 0.07% 84
2024
Q3 		$249K Sell
2,254
-185
-8% -$20.1K 0.09% 77
2024
Q2 		$260K Sell
2,439
-56
-2% -$5.95K 0.1% 74
2024
Q1 		$268K Sell
2,495
-556
-18% -$59.4K 0.11% 77
2023
Q4 		$328K Sell
3,051
-663
-18% -$69.3K 0.12% 64
2023
Q3 		$385K Sell
3,714
-132
-3% -$14K 0.16% 56
2023
Q2 		$414K Sell
3,846
-90
-2% -$9.8K 0.16% 56
2023
Q1 		$434K Sell
3,936
-457
-10% -$49.5K 0.18% 53
2022
Q4 		$468K Sell
4,393
-250
-5% -$26.7K 0.21% 52
2022
Q3 		$487K Hold
4,643
– – 0.21% 45
2022
Q2 		$529K Buy
4,643
+68
+1% +$8.06K 0.23% 44
2022
Q1 		$570K Buy
+4,575
New +$575K 0.23% 49
2020
Q2 		– Sell
-2,308
Closed -$272K – 165
2020
Q1 		$272K Sell
2,308
-141
-6% -$16.6K 0.11% 97
2019
Q4 		$285K Hold
2,449
– – 0.09% 119
2019
Q3 		$285K Sell
2,449
-10
-0.4% -$1.16K 0.1% 118
2019
Q2 		$284K Buy
2,459
+14
+0.6% +$1.59K 0.1% 116
2019
Q1 		$276K Hold
2,445
– – 0.1% 125
2018
Q4 		$268K Sell
2,445
-294
-11% -$32.1K 0.11% 116
2018
Q3 		$303K Sell
2,739
-79
-3% -$8.82K 0.12% 119
2018
Q2 		$318K Buy
2,818
+72
+3% +$8.08K 0.14% 110
2018
Q1 		$310K Sell
2,746
-100
-4% -$11.3K 0.14% 112
2017
Q4 		$325K Buy
+2,846
New +$324K 0.15% 108

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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

All Terrain Financial Advisors's TIP Position: Q1 2025 in Review

All Terrain Financial Advisors sold out of iShares TIPS Bond ETF (TIP) in Q1 2025, closing a stake of 2,099 shares — an estimated $224K sold.

All Terrain Financial Advisors first reported a position in TIP in Q4 2017 and held it in 22 quarters. The position peaked at $570K in Q1 2022. 1,001 funds tracked by Wall St. Rank hold TIP as of Q1 2025.

  • All Terrain Financial Advisors reported no remaining iShares TIPS Bond ETF position as of Q1 2025 after selling out during the quarter.
  • All Terrain Financial Advisors sold 2,099 iShares TIPS Bond ETF shares in Q1 2025, an estimated $224K.
  • All Terrain Financial Advisors first reported a position in iShares TIPS Bond ETF in Q4 2017 and held it in 22 quarters.
  • All Terrain Financial Advisors's iShares TIPS Bond ETF position peaked at $570K in Q1 2022.
  • 1,001 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2025.

Based on All Terrain Financial Advisors's 13F filing for Q1 2025, filed 15 May 2025.