BA
TIP icon

Bellwether Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Bellwether Advisors’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
-7
Closed -$770 – 523
2025
Q2 		$770 Hold
7
– – ﹤0.01% 539
2025
Q1 		$778 Hold
7
– – ﹤0.01% 473
2024
Q4 		$746 Buy
+7
New +$758 ﹤0.01% 481
2023
Q2 		– Sell
-7
Closed -$771 – 406
2023
Q1 		$771 Hold
7
– – ﹤0.01% 378
2022
Q4 		$745 Hold
7
– – ﹤0.01% 390
2022
Q3 		$0 Hold
7
– – ﹤0.01% 529
2022
Q2 		$0 Hold
7
– – ﹤0.01% 568
2022
Q1 		$0 Hold
7
– – ﹤0.01% 621
2021
Q4 		$0 Hold
7
– – ﹤0.01% 613
2021
Q3 		$0 Hold
7
– – ﹤0.01% 621
2021
Q2 		$0 Hold
7
– – ﹤0.01% 472
2021
Q1 		$0 Buy
+7
New +$886 ﹤0.01% 421

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
SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Bellwether Advisors's TIP Position: Q3 2025 in Review

Bellwether Advisors sold out of iShares TIPS Bond ETF (TIP) in Q3 2025, closing a stake of 7 shares — an estimated $770 sold.

Bellwether Advisors first reported a position in TIP in Q1 2021 and held it in 12 quarters. The position peaked at $778 in Q1 2025. 964 funds tracked by Wall St. Rank hold TIP as of Q3 2025.

  • Bellwether Advisors reported no remaining iShares TIPS Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Bellwether Advisors sold 7 iShares TIPS Bond ETF shares in Q3 2025, an estimated $770.
  • Bellwether Advisors first reported a position in iShares TIPS Bond ETF in Q1 2021 and held it in 12 quarters.
  • Bellwether Advisors's iShares TIPS Bond ETF position peaked at $778 in Q1 2025.
  • 964 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.