Capital A Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History

Capital A 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 Q2	$13.2K	Buy	+123	New	+$13.4K	0.15%	172

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

Capital A Wealth Management's TIP Position: Q2 2025 in Review

Capital A Wealth Management opened a new position in iShares TIPS Bond ETF (TIP) in Q2 2025: 123 shares worth $13.2K. The stake represents 0.15% of the portfolio and ranks #172 among its holdings.

978 funds tracked by Wall St. Rank hold TIP as of Q2 2025.

Capital A Wealth Management held 123 shares of iShares TIPS Bond ETF worth $13.2K as of Q2 2025.
iShares TIPS Bond ETF was a new Capital A Wealth Management position in Q2 2025.
iShares TIPS Bond ETF made up 0.15% of Capital A Wealth Management's portfolio in Q2 2025, its #172 holding.
978 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.