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Black Diamond Financial’s iShares TIPS Bond ETF TIP Stock Holding History

Black Diamond Financial’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
-1,854
Closed -$204K – 168
2025
Q2 		$204K Hold
1,854
– – 0.03% 140
2025
Q1 		$206K Sell
1,854
-31
-2% -$3.37K 0.03% 141
2024
Q4 		$201K Buy
1,885
+27
+1% +$2.92K 0.03% 141
2024
Q3 		$205K Buy
+1,858
New +$202K 0.03% 140
2024
Q2 		– Sell
-1,874
Closed -$201K – 141
2024
Q1 		$201K Hold
1,874
– – 0.05% 112
2023
Q4 		$201K Sell
1,874
-648
-26% -$67.8K 0.05% 112
2023
Q3 		$262K Sell
2,522
-194
-7% -$20.5K 0.08% 90
2023
Q2 		$292K Buy
2,716
+20
+0.7% +$2.18K 0.09% 88
2023
Q1 		$297K Hold
2,696
– – 0.1% 86
2022
Q4 		$287K Sell
2,696
-1
-0% -$107 0.1% 87
2022
Q3 		$283K Buy
2,697
+66
+3% +$7.47K 0.11% 77
2022
Q2 		$300K Hold
2,631
– – 0.12% 82
2022
Q1 		$328K Hold
2,631
– – 0.1% 86
2021
Q4 		$340K Buy
2,631
+178
+7% +$23K 0.11% 68
2021
Q3 		$313K Sell
2,453
-655
-21% -$84.5K 0.15% 55
2021
Q2 		$398K Buy
3,108
+277
+10% +$35.2K 0.16% 55
2021
Q1 		$355K Hold
2,831
– – 0.15% 55
2020
Q4 		$361K Sell
2,831
-249
-8% -$31.4K 0.17% 55
2020
Q3 		$390K Sell
3,080
-642
-17% -$80.6K 0.22% 48
2020
Q2 		$458K Hold
3,722
– – 0.3% 43
2020
Q1 		$439K Buy
3,722
+12
+0.3% +$1.41K 0.33% 40
2019
Q4 		$432K Hold
3,710
– – 0.31% 43
2019
Q3 		$431K Hold
3,710
– – 0.32% 46
2019
Q2 		$428K Hold
3,710
– – 0.36% 42
2019
Q1 		$419K Hold
3,710
– – 0.37% 39
2018
Q4 		$406K Buy
+3,710
New +$405K 0.32% 43

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

Black Diamond Financial's TIP Position: Q3 2025 in Review

Black Diamond Financial sold out of iShares TIPS Bond ETF (TIP) in Q3 2025, closing a stake of 1,854 shares — an estimated $204K sold.

Black Diamond Financial first reported a position in TIP in Q4 2018 and held it in 26 quarters. The position peaked at $458K in Q2 2020. 964 funds tracked by Wall St. Rank hold TIP as of Q3 2025.

  • Black Diamond Financial reported no remaining iShares TIPS Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Black Diamond Financial sold 1,854 iShares TIPS Bond ETF shares in Q3 2025, an estimated $204K.
  • Black Diamond Financial first reported a position in iShares TIPS Bond ETF in Q4 2018 and held it in 26 quarters.
  • Black Diamond Financial's iShares TIPS Bond ETF position peaked at $458K in Q2 2020.
  • 964 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2025.

Based on Black Diamond Financial's 13F filing for Q3 2025, filed 5 Nov 2025.