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

Congress 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 		$14.9M Buy
135,078
+113,259
+519% +$12.4M 0.14% 173
2025
Q1 		$2.42M Sell
21,819
-1,891
-8% -$205K 0.03% 452
2024
Q4 		$2.53M Sell
23,710
-4,928
-17% -$534K 0.03% 378
2024
Q3 		$3.16M Buy
28,638
+10,731
+60% +$1.17M 0.04% 361
2024
Q2 		$1.91M Buy
17,907
+6,824
+62% +$726K 0.03% 366
2024
Q1 		$1.19M Sell
11,083
-2,263
-17% -$242K 0.02% 361
2023
Q4 		$1.43M Buy
13,346
+1,608
+14% +$168K 0.03% 350
2023
Q3 		$1.22M Buy
11,738
+137
+1% +$14.5K 0.03% 355
2023
Q2 		$1.25M Sell
11,601
-1,010
-8% -$110K 0.03% 319
2023
Q1 		$1.39M Buy
12,611
+103
+0.8% +$11.1K 0.03% 311
2022
Q4 		$1.33M Sell
12,508
-1,658
-12% -$177K 0.03% 308
2022
Q3 		$1.49M Sell
14,166
-204
-1% -$23.1K 0.04% 296
2022
Q2 		$1.64M Sell
14,370
-1,394
-9% -$165K 0.04% 292
2022
Q1 		$1.96M Sell
15,764
-6,148
-28% -$773K 0.04% 294
2021
Q4 		$2.83M Buy
+21,912
New +$2.83M 0.06% 279

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

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

Congress Wealth Management increased its iShares TIPS Bond ETF (TIP) stake by 519% in Q2 2025, buying an estimated $12.4M and bringing the position to 135,078 shares worth $14.9M. The position accounts for 0.14% of the portfolio, ranked #173.

Congress Wealth Management first reported a position in TIP in Q4 2021 and has held it in 15 quarters since. 978 funds tracked by Wall St. Rank hold TIP as of Q2 2025.

  • Congress Wealth Management held 135,078 shares of iShares TIPS Bond ETF worth $14.9M as of Q2 2025.
  • Congress Wealth Management bought 113,259 iShares TIPS Bond ETF shares in Q2 2025, an estimated $12.4M.
  • iShares TIPS Bond ETF made up 0.14% of Congress Wealth Management's portfolio in Q2 2025, its #173 holding.
  • Congress Wealth Management first reported a position in iShares TIPS Bond ETF in Q4 2021 and has held it in 15 quarters since.
  • 978 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2025.

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