CWM
TIP icon

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

Compass 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 		– Sell
-950
Closed -$106K – 380
2025
Q1 		$106K Hold
950
– – 0.03% 190
2024
Q4 		$101K Hold
950
– – 0.02% 198
2024
Q3 		$105K Hold
950
– – 0.02% 196
2024
Q2 		$101K Hold
950
– – 0.03% 197
2024
Q1 		$102K Hold
950
– – 0.03% 193
2023
Q4 		$102K Hold
950
– – 0.03% 186
2023
Q3 		$98.5K Hold
950
– – 0.03% 185
2023
Q2 		$102K Hold
950
– – 0.03% 186
2023
Q1 		$105K Hold
950
– – 0.03% 181
2022
Q4 		$101K Buy
+950
New +$101K 0.03% 187

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 22.9% 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

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

Compass Wealth Management sold out of iShares TIPS Bond ETF (TIP) in Q2 2025, closing a stake of 950 shares — an estimated $106K sold.

Compass Wealth Management first reported a position in TIP in Q4 2022 and held it in 10 quarters. The position peaked at $106K in Q1 2025. 978 funds tracked by Wall St. Rank hold TIP as of Q2 2025.

  • Compass Wealth Management reported no remaining iShares TIPS Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Compass Wealth Management sold 950 iShares TIPS Bond ETF shares in Q2 2025, an estimated $106K.
  • Compass Wealth Management first reported a position in iShares TIPS Bond ETF in Q4 2022 and held it in 10 quarters.
  • Compass Wealth Management's iShares TIPS Bond ETF position peaked at $106K in Q1 2025.
  • 978 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2025.

Based on Compass Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.