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Alpha Cubed Investments’s iShares TIPS Bond ETF TIP Stock Holding History

Alpha Cubed Investments’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
Q4 		$653K Sell
5,937
-917
-13% -$102K 0.02% 156
2025
Q3 		$762K Sell
6,854
-60
-0.9% -$6.63K 0.03% 130
2025
Q2 		$761K Sell
6,914
-1,551
-18% -$169K 0.03% 137
2025
Q1 		$940K Buy
8,465
+794
+10% +$86.2K 0.04% 124
2024
Q4 		$817K Buy
7,671
+87
+1% +$9.42K 0.04% 121
2024
Q3 		$838K Sell
7,584
-876
-10% -$95.2K 0.04% 116
2024
Q2 		$903K Sell
8,460
-102
-1% -$10.8K 0.04% 116
2024
Q1 		$920K Buy
8,562
+78
+0.9% +$8.33K 0.05% 112
2023
Q4 		$912K Sell
8,484
-224
-3% -$23.4K 0.05% 123
2023
Q3 		$903K Sell
8,708
-571
-6% -$60.4K 0.06% 111
2023
Q2 		$999K Sell
9,279
-1,211
-12% -$132K 0.07% 107
2023
Q1 		$1.16M Sell
10,490
-7,290
-41% -$789K 0.08% 98
2022
Q4 		$1.89M Sell
17,780
-80,842
-82% -$8.63M 0.14% 89
2022
Q3 		$10.3M Sell
98,622
-17,932
-15% -$2.03M 0.81% 43
2022
Q2 		$13.3M Sell
116,554
-4,115
-3% -$488K 0.96% 33
2022
Q1 		$15M Buy
120,669
+1,227
+1% +$154K 0.96% 36
2021
Q4 		$15.4M Buy
119,442
+6,477
+6% +$835K 1.01% 35
2021
Q3 		$14.4M Buy
112,965
+6,629
+6% +$855K 1.09% 31
2021
Q2 		$13.6M Buy
106,336
+13,693
+15% +$1.74M 0.98% 36
2021
Q1 		$11.6M Sell
92,643
-3,119
-3% -$395K 0.9% 38
2020
Q4 		$12.2M Sell
95,762
-6,713
-7% -$847K 1.04% 30
2020
Q3 		$13M Buy
102,475
+1,381
+1% +$173K 1.24% 30
2020
Q2 		$12.4M Buy
101,094
+4,347
+4% +$529K 1.36% 25
2020
Q1 		$11.4M Buy
96,747
+4,760
+5% +$561K 1.37% 25
2019
Q4 		$10.7M Buy
+91,987
New +$10.7M 1.1% 29
2015
Q4 		– Sell
-53,002
Closed -$5.88M – 188
2015
Q3 		$5.88M Buy
53,002
+3,149
+6% +$351K 1.54% 18
2015
Q2 		$5.59M Buy
49,853
+5,861
+13% +$663K 1.5% 17
2015
Q1 		$5M Buy
43,992
+7,513
+21% +$852K 1.56% 16
2014
Q4 		$4.09M Buy
+36,479
New +$4.12M 1.6% 18
2014
Q1 		– Sell
-2,840
Closed -$312K – 199
2013
Q4 		$312K Buy
+2,840
New +$317K 0.11% 175

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Alpha Cubed Investments's TIP Position: Q4 2025 in Review

Alpha Cubed Investments reduced its iShares TIPS Bond ETF (TIP) stake by 13% in Q4 2025, selling an estimated $102K and leaving 5,937 shares worth $653K. The position accounts for 0.02% of the portfolio, ranked #156.

Alpha Cubed Investments first reported a position in TIP in Q4 2013 and has held it in 30 quarters since. The position peaked at $15.4M in Q4 2021. 1,009 funds tracked by Wall St. Rank hold TIP as of Q4 2025.

  • Alpha Cubed Investments held 5,937 shares of iShares TIPS Bond ETF worth $653K as of Q4 2025.
  • Alpha Cubed Investments sold 917 iShares TIPS Bond ETF shares in Q4 2025, an estimated $102K.
  • iShares TIPS Bond ETF made up 0.02% of Alpha Cubed Investments's portfolio in Q4 2025, its #156 holding.
  • Alpha Cubed Investments first reported a position in iShares TIPS Bond ETF in Q4 2013 and has held it in 30 quarters since.
  • Alpha Cubed Investments's iShares TIPS Bond ETF position peaked at $15.4M in Q4 2021.
  • 1,009 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2025.

Based on Alpha Cubed Investments's 13F filing for Q4 2025, filed 3 Feb 2026.