ACM
TIP icon

Avalon Capital Management’s iShares TIPS Bond ETF TIP Stock Holding History

Avalon Capital Management’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 		– Sell
-14,414
Closed -$1.6M – 151
2025
Q3 		$1.6M Sell
14,414
-192
-1% -$21.2K 0.39% 50
2025
Q2 		$1.61M Buy
14,606
+10,914
+296% +$1.19M 0.43% 53
2025
Q1 		$410K Buy
+3,692
New +$401K 0.12% 93
2020
Q4 		– Sell
-69,555
Closed -$8.8M – 28
2020
Q3 		$8.8M Buy
69,555
+1,156
+2% +$145K 8.14% 4
2020
Q2 		$8.41M Buy
+68,399
New +$8.32M 8.28% 4

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Avalon Capital Management's TIP Position: Q4 2025 in Review

Avalon Capital Management sold out of iShares TIPS Bond ETF (TIP) in Q4 2025, closing a stake of 14,414 shares — an estimated $1.6M sold.

Avalon Capital Management first reported a position in TIP in Q2 2020 and held it in 5 quarters. The position peaked at $8.8M in Q3 2020. 1,007 funds tracked by Wall St. Rank hold TIP as of Q4 2025.

  • Avalon Capital Management reported no remaining iShares TIPS Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Avalon Capital Management sold 14,414 iShares TIPS Bond ETF shares in Q4 2025, an estimated $1.6M.
  • Avalon Capital Management first reported a position in iShares TIPS Bond ETF in Q2 2020 and held it in 5 quarters.
  • Avalon Capital Management's iShares TIPS Bond ETF position peaked at $8.8M in Q3 2020.
  • 1,007 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2025.

Based on Avalon Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.