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Beacon Financial Advisory’s iShares TIPS Bond ETF TIP Stock Holding History

Beacon Financial Advisory’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
-3,309
Closed -$368K – 402
2025
Q3 		$368K Sell
3,309
-35
-1% -$3.87K 0.09% 253
2025
Q2 		$368K Buy
+3,344
New +$365K 0.1% 245
2024
Q1 		– Sell
-3,064
Closed -$329K – 276
2023
Q4 		$329K Sell
3,064
-1,355
-31% -$142K 0.16% 170
2023
Q3 		$458K Buy
4,419
+1,223
+38% +$129K 0.25% 121
2023
Q2 		$344K Sell
3,196
-162
-5% -$17.6K 0.2% 149
2023
Q1 		$370K Hold
3,358
– – 0.24% 134
2022
Q4 		$357K Sell
3,358
-931
-22% -$99.4K 0.26% 123
2022
Q3 		$450K Sell
4,289
-790
-16% -$89.5K 0.32% 102
2022
Q2 		$579K Sell
5,079
-331
-6% -$39.3K 0.33% 101
2022
Q1 		$674K Sell
5,410
-657
-11% -$82.6K 0.32% 98
2021
Q4 		$784K Sell
6,067
-394
-6% -$50.8K 0.36% 85
2021
Q3 		$825K Buy
6,461
+227
+4% +$29.3K 0.43% 73
2021
Q2 		$798K Sell
6,234
-616
-9% -$78.3K 0.43% 79
2021
Q1 		$860K Buy
6,850
+1,598
+30% +$202K 0.49% 70
2020
Q4 		$670K Buy
5,252
+725
+16% +$91.4K 0.44% 69
2020
Q3 		$572K Buy
4,527
+2,063
+84% +$259K 0.5% 60
2020
Q2 		$303K Buy
2,464
+4
+0.2% +$486 0.33% 101
2020
Q1 		$290K Sell
2,460
-215
-8% -$25.3K 0.37% 95
2019
Q4 		$311K Buy
+2,675
New +$311K 0.27% 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
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 $105B AUM 38.07% 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 $58.2B AUM 22.78% 1-Year Est. Return

Beacon Financial Advisory's TIP Position: Q4 2025 in Review

Beacon Financial Advisory sold out of iShares TIPS Bond ETF (TIP) in Q4 2025, closing a stake of 3,309 shares — an estimated $368K sold.

Beacon Financial Advisory first reported a position in TIP in Q4 2019 and held it in 19 quarters. The position peaked at $860K in Q1 2021. 1,007 funds tracked by Wall St. Rank hold TIP as of Q4 2025.

  • Beacon Financial Advisory reported no remaining iShares TIPS Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Beacon Financial Advisory sold 3,309 iShares TIPS Bond ETF shares in Q4 2025, an estimated $368K.
  • Beacon Financial Advisory first reported a position in iShares TIPS Bond ETF in Q4 2019 and held it in 19 quarters.
  • Beacon Financial Advisory's iShares TIPS Bond ETF position peaked at $860K in Q1 2021.
  • 1,007 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2025.

Based on Beacon Financial Advisory's 13F filing for Q4 2025, filed 17 Feb 2026.