EIG
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Ellenbecker Investment Group’s iShares TIPS Bond ETF TIP Stock Holding History

Ellenbecker Investment Group’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
-1,883
Closed -$209K – 137
2025
Q3 		$209K Sell
1,883
-27
-1% -$2.98K 0.03% 122
2025
Q2 		$210K Sell
1,910
-206
-10% -$22.5K 0.03% 117
2025
Q1 		$235K Sell
2,116
-4,507
-68% -$490K 0.04% 103
2024
Q4 		$706K Sell
6,623
-3,059
-32% -$331K 0.13% 53
2024
Q3 		$1.07M Sell
9,682
-1,391
-13% -$151K 0.2% 41
2024
Q2 		$1.18M Sell
11,073
-684
-6% -$72.7K 0.24% 35
2024
Q1 		$1.26M Sell
11,757
-193
-2% -$20.6K 0.27% 32
2023
Q4 		$1.28M Sell
11,950
-1,514
-11% -$158K 0.3% 31
2023
Q3 		$1.4M Sell
13,464
-869
-6% -$92K 0.36% 29
2023
Q2 		$1.54M Sell
14,333
-983
-6% -$107K 0.39% 28
2023
Q1 		$1.69M Sell
15,316
-2,186
-12% -$237K 0.46% 28
2022
Q4 		$1.86M Sell
17,502
-7,447
-30% -$795K 0.55% 23
2022
Q3 		$2.62M Sell
24,949
-1,673
-6% -$189K 0.83% 15
2022
Q2 		$3.03M Buy
26,622
+1,889
+8% +$224K 0.93% 13
2022
Q1 		$3.08M Sell
24,733
-1,104
-4% -$139K 0.87% 12
2021
Q4 		$3.34M Buy
25,837
+3,695
+17% +$476K 0.93% 12
2021
Q3 		$2.83M Buy
22,142
+4,279
+24% +$552K 0.88% 12
2021
Q2 		$2.29M Sell
17,863
-607
-3% -$77.1K 0.75% 17
2021
Q1 		$2.32M Buy
18,470
+4,873
+36% +$617K 0.81% 16
2020
Q4 		$1.74M Buy
13,597
+2,797
+26% +$353K 0.64% 20
2020
Q3 		$1.37M Buy
10,800
+2,427
+29% +$305K 0.58% 21
2020
Q2 		$1.03M Buy
8,373
+950
+13% +$116K 0.52% 23
2020
Q1 		$875K Buy
7,423
+553
+8% +$65.1K 0.55% 19
2019
Q4 		$801K Buy
6,870
+303
+5% +$35.2K 0.42% 24
2019
Q3 		$764K Buy
6,567
+359
+6% +$41.7K 0.43% 24
2019
Q2 		$717K Buy
6,208
+3,639
+142% +$414K 0.42% 23
2019
Q1 		$291K Buy
+2,569
New +$285K 0.19% 48

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
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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Ellenbecker Investment Group's TIP Position: Q4 2025 in Review

Ellenbecker Investment Group sold out of iShares TIPS Bond ETF (TIP) in Q4 2025, closing a stake of 1,883 shares — an estimated $209K sold.

Ellenbecker Investment Group first reported a position in TIP in Q1 2019 and held it in 27 quarters. The position peaked at $3.34M in Q4 2021. 1,005 funds tracked by Wall St. Rank hold TIP as of Q4 2025.

  • Ellenbecker Investment Group reported no remaining iShares TIPS Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Ellenbecker Investment Group sold 1,883 iShares TIPS Bond ETF shares in Q4 2025, an estimated $209K.
  • Ellenbecker Investment Group first reported a position in iShares TIPS Bond ETF in Q1 2019 and held it in 27 quarters.
  • Ellenbecker Investment Group's iShares TIPS Bond ETF position peaked at $3.34M in Q4 2021.
  • 1,005 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2025.

Based on Ellenbecker Investment Group's 13F filing for Q4 2025, filed 30 Jan 2026.