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

Centricity 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 		$62.3K Hold
566
– – 0.05% 148
2025
Q1 		$62.9K Sell
566
-204
-26% -$22.2K 0.06% 143
2024
Q4 		$82K Buy
+770
New +$83.4K 0.08% 125

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
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Centricity Wealth Management's TIP Position: Q2 2025 in Review

Centricity Wealth Management held its iShares TIPS Bond ETF (TIP) position steady in Q2 2025 at 566 shares worth $62.3K. The position accounts for 0.05% of the portfolio, ranked #148.

Centricity Wealth Management first reported a position in TIP in Q4 2024 and has held it in 3 quarters since. The position peaked at $82K in Q4 2024. 978 funds tracked by Wall St. Rank hold TIP as of Q2 2025.

  • Centricity Wealth Management held 566 shares of iShares TIPS Bond ETF worth $62.3K as of Q2 2025.
  • Centricity Wealth Management left its iShares TIPS Bond ETF share count unchanged in Q2 2025.
  • iShares TIPS Bond ETF made up 0.05% of Centricity Wealth Management's portfolio in Q2 2025, its #148 holding.
  • Centricity Wealth Management first reported a position in iShares TIPS Bond ETF in Q4 2024 and has held it in 3 quarters since.
  • Centricity Wealth Management's iShares TIPS Bond ETF position peaked at $82K in Q4 2024.
  • 978 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.