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Elevation Wealth Partners’s iShares TIPS Bond ETF TIP Stock Holding History

Elevation Wealth Partners’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
Q4 		– Sell
-224
Closed -$24.9K – 1024
2025
Q3 		$24.9K Hold
224
– – 0.01% 311
2025
Q2 		$24.6K Hold
224
– – 0.01% 303
2025
Q1 		$24.9K Hold
224
– – 0.01% 297
2024
Q4 		$23.9K Hold
224
– – 0.01% 297
2024
Q3 		$24.7K Hold
224
– – 0.01% 285
2024
Q2 		$23.9K Hold
224
– – 0.01% 279
2024
Q1 		$24.1K Buy
+224
New +$23.9K 0.01% 282

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
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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Elevation Wealth Partners's TIP Position: Q4 2025 in Review

Elevation Wealth Partners sold out of iShares TIPS Bond ETF (TIP) in Q4 2025, closing a stake of 224 shares — an estimated $24.9K sold.

Elevation Wealth Partners first reported a position in TIP in Q1 2024 and held it in 7 quarters. The position peaked at $24.9K in Q3 2025. 1,011 funds tracked by Wall St. Rank hold TIP as of Q4 2025.

  • Elevation Wealth Partners reported no remaining iShares TIPS Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Elevation Wealth Partners sold 224 iShares TIPS Bond ETF shares in Q4 2025, an estimated $24.9K.
  • Elevation Wealth Partners first reported a position in iShares TIPS Bond ETF in Q1 2024 and held it in 7 quarters.
  • Elevation Wealth Partners's iShares TIPS Bond ETF position peaked at $24.9K in Q3 2025.
  • 1,011 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2025.

Based on Elevation Wealth Partners's 13F filing for Q4 2025, filed 9 Jan 2026.