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FTA
Financial & Tax Architects’s
iShares TIPS Bond ETF
TIP
Stock Holding History
Financial & Tax Architects’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
2026
Q1
$4.21M
Sell
38,141
-4,972
-12%
-$550K
0.94%
39
2025
Q4
$4.74M
Sell
43,113
-9,057
-17%
-$1M
1.06%
34
2025
Q3
$5.8M
Sell
52,170
-4,708
-8%
-$520K
1.28%
34
2025
Q2
$6.26M
Sell
56,878
-1,609
-3%
-$175K
1.52%
32
2025
Q1
$6.5M
Sell
58,487
-4,429
-7%
-$481K
1.63%
26
2024
Q4
$6.7M
Buy
62,916
+1,991
+3%
+$216K
1.71%
15
2024
Q3
$6.73M
Sell
60,925
-6,161
-9%
-$669K
1.73%
21
2024
Q2
$7.16M
Sell
67,086
-1,876
-3%
-$199K
1.92%
12
2024
Q1
$7.41M
Buy
68,962
+39,249
+132%
+$4.19M
2.04%
12
2023
Q4
$3.19M
Sell
29,713
-34,052
-53%
-$3.56M
0.94%
35
2023
Q3
$6.61M
Buy
63,765
+4,165
+7%
+$441K
2.05%
11
2023
Q2
$6.41M
Buy
59,600
+15,077
+34%
+$1.64M
1.98%
10
2023
Q1
$4.91M
Buy
44,523
+6,226
+16%
+$674K
1.62%
26
2022
Q4
$4.16M
Sell
38,297
-853
-2%
-$91.1K
1.42%
34
2022
Q3
$4.11M
Sell
39,150
-1,283
-3%
-$145K
1.54%
29
2022
Q2
$4.61M
Buy
40,433
+1,869
+5%
+$222K
1.74%
20
2022
Q1
$4.8M
Buy
38,564
+8,005
+26%
+$1.01M
1.81%
14
2021
Q4
$3.95M
Buy
30,559
+323
+1%
+$41.6K
1.61%
25
2021
Q3
$3.86M
Sell
30,236
-1,008
-3%
-$130K
1.76%
14
2021
Q2
$4M
Sell
31,244
-1,619
-5%
-$206K
1.96%
9
2021
Q1
$4.12M
Buy
+32,863
New
+$4.16M
2.31%
8
Other funds holding TIP
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
SLI
Sumitomo Life Insurance
Tokyo, Japan
$4.25B AUM
23.69%
1-Year Est. Return
Pictet Asset Management
Carouge, Switzerland
$94.8B AUM
24.11%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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