Atria Wealth Solutions’s iShares TIPS Bond ETF TIP Stock Holding History

Atria Wealth Solutions’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	$5.47M	Sell	49,923 -3,761	-7%	-$410K	0.12%	197
2025 Q1	$5.96M	Sell	53,684 -29,143	-35%	-$3.17M	0.07%	290
2024 Q4	$8.83M	Buy	82,827 +18,906	+30%	+$2.05M	0.1%	211
2024 Q3	$7.06M	Sell	63,921 -26,846	-30%	-$2.92M	0.08%	272
2024 Q2	$9.69M	Sell	90,767 -14,904	-14%	-$1.58M	0.11%	192
2024 Q1	$11.4M	Sell	105,671 -5,062	-5%	-$541K	0.13%	173
2023 Q4	$11.9M	Sell	110,733 -42,793	-28%	-$4.47M	0.15%	149
2023 Q3	$15.9M	Buy	153,526 +41,072	+37%	+$4.35M	0.22%	99
2023 Q2	$12.1M	Sell	112,454 -10,543	-9%	-$1.15M	0.17%	130
2023 Q1	$13.6M	Sell	122,997 -48,468	-28%	-$5.24M	0.2%	111
2022 Q4	$18.3M	Sell	171,465 -93,966	-35%	-$10M	0.29%	82
2022 Q3	$27.8M	Sell	265,431 -2,425	-0.9%	-$275K	0.48%	34
2022 Q2	$30.5M	Buy	267,856 +22,282	+9%	+$2.64M	0.57%	28
2022 Q1	$30.6M	Buy	+245,574	New	+$30.9M	0.51%	28

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

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

Atria Wealth Solutions's TIP Position: Q2 2025 in Review

Atria Wealth Solutions reduced its iShares TIPS Bond ETF (TIP) stake by 7% in Q2 2025, selling an estimated $410K and leaving 49,923 shares worth $5.47M. The position accounts for 0.12% of the portfolio, ranked #197.

Atria Wealth Solutions first reported a position in TIP in Q1 2022 and has held it in 14 quarters since. The position peaked at $30.6M in Q1 2022. 978 funds tracked by Wall St. Rank hold TIP as of Q2 2025.

Atria Wealth Solutions held 49,923 shares of iShares TIPS Bond ETF worth $5.47M as of Q2 2025.
Atria Wealth Solutions sold 3,761 iShares TIPS Bond ETF shares in Q2 2025, an estimated $410K.
iShares TIPS Bond ETF made up 0.12% of Atria Wealth Solutions's portfolio in Q2 2025, its #197 holding.
Atria Wealth Solutions first reported a position in iShares TIPS Bond ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's iShares TIPS Bond ETF position peaked at $30.6M in Q1 2022.
978 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.