Brass Tax Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History

Brass Tax Wealth 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 Q3	$1.74M	Sell	15,677 -122	-0.8%	-$13.5K	0.29%	42
2025 Q2	$1.74M	Sell	15,799 -588	-4%	-$64.1K	0.33%	41
2025 Q1	$1.82M	Sell	16,387 -102	-0.6%	-$11.1K	0.38%	39
2024 Q4	$1.76M	Sell	16,489 -1,192	-7%	-$129K	0.37%	40
2024 Q3	$1.95M	Sell	17,681 -2,693	-13%	-$293K	0.42%	33
2024 Q2	$2.18M	Sell	20,374 -1,954	-9%	-$208K	0.94%	23
2024 Q1	$2.4M	Buy	+22,328	New	+$2.39M	1.25%	18

Other funds holding TIP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 Concord, California $49B AUM 17.78% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Brass Tax Wealth Management's TIP Position: Q3 2025 in Review

Brass Tax Wealth Management reduced its iShares TIPS Bond ETF (TIP) stake by 0.77% in Q3 2025, selling an estimated $13.5K and leaving 15,677 shares worth $1.74M. The position accounts for 0.29% of the portfolio, ranked #42.

Brass Tax Wealth Management first reported a position in TIP in Q1 2024 and has held it in 7 quarters since. The position peaked at $2.4M in Q1 2024. 961 funds tracked by Wall St. Rank hold TIP as of Q3 2025.

Brass Tax Wealth Management held 15,677 shares of iShares TIPS Bond ETF worth $1.74M as of Q3 2025.
Brass Tax Wealth Management sold 122 iShares TIPS Bond ETF shares in Q3 2025, an estimated $13.5K.
iShares TIPS Bond ETF made up 0.29% of Brass Tax Wealth Management's portfolio in Q3 2025, its #42 holding.
Brass Tax Wealth Management first reported a position in iShares TIPS Bond ETF in Q1 2024 and has held it in 7 quarters since.
Brass Tax Wealth Management's iShares TIPS Bond ETF position peaked at $2.4M in Q1 2024.
961 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.