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Financial Advocates Investment Management’s iShares TIPS Bond ETF TIP Stock Holding History

Financial Advocates Investment 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
Q3 		– Sell
-14,843
Closed -$1.63M – 544
2025
Q2 		$1.63M Sell
14,843
-324
-2% -$35.3K 0.13% 153
2025
Q1 		$1.68M Sell
15,167
-894
-6% -$97.1K 0.12% 191
2024
Q4 		$1.71M Sell
16,061
-3,273
-17% -$354K 0.1% 199
2024
Q3 		$2.54M Sell
19,334
-2,149
-10% -$233K 0.14% 153
2024
Q2 		$2.29M Buy
21,483
+3,344
+18% +$356K 0.14% 157
2024
Q1 		$1.94M Sell
18,139
-6,060
-25% -$648K 0.11% 187
2023
Q4 		$2.73M Buy
24,199
+4,080
+20% +$427K 0.18% 129
2023
Q3 		$2.14M Sell
20,119
-2,734
-12% -$289K 0.15% 152
2023
Q2 		$2.46M Sell
22,853
-3,440
-13% -$375K 0.18% 136
2023
Q1 		$2.9M Sell
26,293
-7,059
-21% -$764K 0.21% 115
2022
Q4 		$3.55M Buy
33,352
+7,470
+29% +$798K 0.26% 93
2022
Q3 		$2.71M Sell
25,882
-19,095
-42% -$2.16M 0.22% 120
2022
Q2 		$5.12M Buy
44,977
+1,212
+3% +$144K 0.42% 57
2022
Q1 		$5.45M Buy
43,765
+4,808
+12% +$605K 0.36% 63
2021
Q4 		$5.03M Sell
38,957
-3,845
-9% -$496K 0.32% 73
2021
Q3 		$5.46M Buy
42,802
+19,849
+86% +$2.56M 0.37% 57
2021
Q2 		$3.1M Sell
22,953
-3,815
-14% -$485K 0.21% 124
2021
Q1 		$3.36M Buy
26,768
+7,666
+40% +$970K 0.24% 93
2020
Q4 		$2.46M Buy
19,102
+7,882
+70% +$994K 0.17% 139
2020
Q3 		$1.42M Sell
11,220
-4,026
-26% -$506K 0.12% 186
2020
Q2 		$1.64M Buy
15,246
+3,390
+29% +$412K 0.16% 163
2020
Q1 		$1.4M Sell
11,856
-2,426
-17% -$286K 0.2% 139
2019
Q4 		$1.67M Buy
14,282
+789
+6% +$91.7K 0.18% 140
2019
Q3 		$1.57M Sell
13,493
-117
-0.9% -$13.6K 0.18% 132
2019
Q2 		$1.57M Sell
13,610
-518
-4% -$58.9K 0.18% 133
2019
Q1 		$1.6M Sell
14,128
-10,338
-42% -$1.15M 0.2% 127
2018
Q4 		$2.68M Sell
24,466
-2,713
-10% -$296K 0.37% 77
2018
Q3 		$3.01M Buy
27,179
+605
+2% +$67.6K 0.34% 75
2018
Q2 		$2.99M Buy
26,574
+2,167
+9% +$243K 0.36% 74
2018
Q1 		$2.76M Buy
24,407
+1,074
+5% +$121K 0.36% 68
2017
Q4 		$2.66M Buy
+23,333
New +$2.65M 0.36% 66

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 $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 $666B AUM 30.12% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Financial Advocates Investment Management's TIP Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of iShares TIPS Bond ETF (TIP) in Q3 2025, closing a stake of 14,843 shares — an estimated $1.63M sold.

Financial Advocates Investment Management first reported a position in TIP in Q4 2017 and held it in 31 quarters. The position peaked at $5.46M in Q3 2021. 962 funds tracked by Wall St. Rank hold TIP as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining iShares TIPS Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 14,843 iShares TIPS Bond ETF shares in Q3 2025, an estimated $1.63M.
  • Financial Advocates Investment Management first reported a position in iShares TIPS Bond ETF in Q4 2017 and held it in 31 quarters.
  • Financial Advocates Investment Management's iShares TIPS Bond ETF position peaked at $5.46M in Q3 2021.
  • 962 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.