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Financial Counselors Inc’s iShares TIPS Bond ETF TIP Stock Holding History

Financial Counselors Inc’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
-3,522
Closed -$391K – 475
2025
Q1 		$391K Sell
3,522
-44
-1% -$4.78K 0.01% 456
2024
Q4 		$380K Sell
3,566
-217
-6% -$23.5K 0.01% 455
2024
Q3 		$418K Sell
3,783
-404
-10% -$43.9K 0.01% 460
2024
Q2 		$447K Buy
4,187
+469
+13% +$49.9K 0.01% 423
2024
Q1 		$399K Sell
3,718
-290
-7% -$31K 0.01% 445
2023
Q4 		$431K Sell
4,008
-340
-8% -$35.6K 0.01% 429
2023
Q3 		$451K Buy
+4,348
New +$460K 0.01% 405

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

Financial Counselors Inc's TIP Position: Q2 2025 in Review

Financial Counselors Inc sold out of iShares TIPS Bond ETF (TIP) in Q2 2025, closing a stake of 3,522 shares — an estimated $391K sold.

Financial Counselors Inc first reported a position in TIP in Q3 2023 and held it in 7 quarters. The position peaked at $451K in Q3 2023. 978 funds tracked by Wall St. Rank hold TIP as of Q2 2025.

  • Financial Counselors Inc reported no remaining iShares TIPS Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Financial Counselors Inc sold 3,522 iShares TIPS Bond ETF shares in Q2 2025, an estimated $391K.
  • Financial Counselors Inc first reported a position in iShares TIPS Bond ETF in Q3 2023 and held it in 7 quarters.
  • Financial Counselors Inc's iShares TIPS Bond ETF position peaked at $451K in Q3 2023.
  • 978 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2025.

Based on Financial Counselors Inc's 13F filing for Q2 2025, filed 1 Aug 2025.