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Beacon Capital Management LLC (Tennessee)’s iShares TIPS Bond ETF TIP Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
Q3 		– Sell
-521
Closed -$57.3K – 913
2025
Q2 		$57.3K Buy
521
+4
+0.8% +$436 0.01% 316
2025
Q1 		$57.5K Sell
517
-282
-35% -$30.6K 0.01% 292
2024
Q4 		$85.1K Sell
799
-34
-4% -$3.68K 0.01% 216
2024
Q3 		$92K Buy
833
+80
+11% +$8.69K 0.01% 207
2024
Q2 		$80.4K Sell
753
-200
-21% -$21.3K 0.01% 199
2024
Q1 		$102K Sell
953
-303
-24% -$32.4K 0.02% 168
2023
Q4 		$130K Buy
1,256
+11
+0.9% +$1.15K 0.04% 121
2023
Q3 		$134K Hold
1,245
– – 0.04% 123
2023
Q2 		$134K Sell
1,245
-4,248
-77% -$463K 0.04% 123
2023
Q1 		$606K Sell
5,493
-688
-11% -$74.4K 0.18% 39
2022
Q4 		$658K Sell
6,181
-5,098
-45% -$544K 0.22% 36
2022
Q3 		$1.29M Sell
11,279
-5,688
-34% -$644K 0.43% 24
2022
Q2 		$2.12M Sell
16,967
-111
-0.6% -$13.2K 0.52% 19
2022
Q1 		$2.13M Buy
+17,078
New +$2.15M 0.51% 19

Other funds holding TIP

Bank of America
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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
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s TIP Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of iShares TIPS Bond ETF (TIP) in Q3 2025, closing a stake of 521 shares — an estimated $57.3K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in TIP in Q1 2022 and held it in 14 quarters. The position peaked at $2.13M in Q1 2022. 961 funds tracked by Wall St. Rank hold TIP as of Q3 2025.

  • Beacon Capital Management LLC (Tennessee) reported no remaining iShares TIPS Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 521 iShares TIPS Bond ETF shares in Q3 2025, an estimated $57.3K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in iShares TIPS Bond ETF in Q1 2022 and held it in 14 quarters.
  • Beacon Capital Management LLC (Tennessee)'s iShares TIPS Bond ETF position peaked at $2.13M in Q1 2022.
  • 961 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.