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Carolinas Wealth Consulting’s iShares TIPS Bond ETF TIP Stock Holding History

Carolinas Wealth Consulting’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
-929
Closed -$103K – 847
2025
Q1 		$103K Hold
929
– – 0.02% 240
2024
Q4 		$98.9K Buy
929
+5
+0.5% +$541 0.02% 250
2024
Q3 		$102K Sell
924
-510
-36% -$55.4K 0.02% 256
2024
Q2 		$153K Sell
1,434
-6
-0.4% -$638 0.03% 207
2024
Q1 		$155K Buy
1,440
+515
+56% +$55K 0.03% 202
2023
Q4 		$99.4K Buy
925
+7
+0.8% +$732 0.02% 232
2023
Q3 		$94.4K Buy
918
+10
+1% +$1.06K 0.02% 220
2023
Q2 		$97.7K Buy
908
+9
+1% +$980 0.02% 260
2023
Q1 		$99.2K Hold
899
– – 0.02% 268
2022
Q4 		$95.7K Sell
899
-114
-11% -$12.2K 0.02% 272
2022
Q3 		$106K Buy
1,013
+27
+3% +$3.06K 0.03% 231
2022
Q2 		$112K Buy
986
+26
+3% +$3.08K 0.03% 233
2022
Q1 		$120K Buy
960
+5
+0.5% +$629 0.03% 234
2021
Q4 		$123K Buy
955
+10
+1% +$1.29K 0.03% 238
2021
Q3 		$121K Buy
945
+19
+2% +$2.45K 0.03% 220
2021
Q2 		$119K Buy
926
+11
+1% +$1.4K 0.03% 238
2021
Q1 		$115K Hold
915
– – 0.03% 236
2020
Q4 		$117K Buy
915
+6
+0.7% +$757 0.03% 212
2020
Q3 		$115K Hold
909
– – 0.04% 182
2020
Q2 		$112K Buy
909
+4
+0.4% +$486 0.04% 141
2020
Q1 		$107K Buy
+905
New +$107K 0.06% 111

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Carolinas Wealth Consulting's TIP Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of iShares TIPS Bond ETF (TIP) in Q2 2025, closing a stake of 929 shares — an estimated $103K sold.

Carolinas Wealth Consulting first reported a position in TIP in Q1 2020 and held it in 21 quarters. The position peaked at $155K in Q1 2024. 975 funds tracked by Wall St. Rank hold TIP as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining iShares TIPS Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 929 iShares TIPS Bond ETF shares in Q2 2025, an estimated $103K.
  • Carolinas Wealth Consulting first reported a position in iShares TIPS Bond ETF in Q1 2020 and held it in 21 quarters.
  • Carolinas Wealth Consulting's iShares TIPS Bond ETF position peaked at $155K in Q1 2024.
  • 975 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.