BTS Asset Management’s iShares TIPS Bond ETF TIP Stock Holding History

BTS Asset 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 Q2	–	Sell	-4,165	Closed	-$463K	–	50
2025 Q1	$463K	Buy	+4,165	New	+$452K	0.52%	12
2024 Q3	–	Sell	-2,999	Closed	-$320K	–	38
2024 Q2	$320K	Buy	+2,999	New	+$319K	0.3%	18
2020 Q4	$179K	Hold	1,404	–	–	0.04%	20
2020 Q3	$177K	Buy	1,404 +832	+145%	+$105K	2.06%	15
2020 Q2	$70K	Buy	572 +255	+80%	+$31K	0.02%	19
2020 Q1	$37K	Buy	317 +116	+58%	+$13.7K	0.71%	15
2019 Q4	$23K	Hold	201	–	–	﹤0.01%	19
2019 Q3	$23K	Hold	201	–	–	﹤0.01%	17
2019 Q2	$23K	Buy	+201	New	+$22.9K	0.03%	17

Other funds holding TIP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

BTS Asset Management's TIP Position: Q2 2025 in Review

BTS Asset Management sold out of iShares TIPS Bond ETF (TIP) in Q2 2025, closing a stake of 4,165 shares — an estimated $463K sold.

BTS Asset Management first reported a position in TIP in Q2 2019 and held it in 9 quarters. The position peaked at $463K in Q1 2025. 978 funds tracked by Wall St. Rank hold TIP as of Q2 2025.

BTS Asset Management reported no remaining iShares TIPS Bond ETF position as of Q2 2025 after selling out during the quarter.
BTS Asset Management sold 4,165 iShares TIPS Bond ETF shares in Q2 2025, an estimated $463K.
BTS Asset Management first reported a position in iShares TIPS Bond ETF in Q2 2019 and held it in 9 quarters.
BTS Asset Management's iShares TIPS Bond ETF position peaked at $463K in Q1 2025.
978 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2025.

Based on BTS Asset Management's 13F filing for Q2 2025, filed 30 Jul 2025.