First Heartland Consultants’s iShares TIPS Bond ETF TIP Stock Holding History

First Heartland Consultants’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	-2,448	Closed	-$272K	–	562
2025 Q3	$272K	Buy	+2,448	New	+$270K	0.02%	424
2024 Q1	–	Sell	-1,973	Closed	-$212K	–	437
2023 Q4	$212K	Sell	1,973 -517	-21%	-$54.1K	0.03%	344
2023 Q3	$258K	Buy	+2,490	New	+$263K	0.03%	316
2023 Q1	–	Sell	-2,183	Closed	-$232K	–	397
2022 Q4	$232K	Sell	2,183 -2,434	-53%	-$260K	0.04%	326
2022 Q3	$484K	Sell	4,617 -1,295	-22%	-$147K	0.04%	193
2022 Q2	$673K	Buy	+5,912	New	+$701K	0.11%	153
2022 Q1	–	Sell	-4,959	Closed	-$640K	–	413
2021 Q4	$640K	Buy	4,959 +1,460	+42%	+$188K	0.02%	163
2021 Q3	$447K	Buy	+3,499	New	+$451K	0.07%	219
2020 Q1	–	Sell	-2,933	Closed	-$342K	–	306
2019 Q4	$342K	Sell	2,933 -256	-8%	-$29.8K	0.07%	217
2019 Q3	$371K	Buy	3,189 +2	+0.1%	+$232	0.08%	197
2019 Q2	$368K	Sell	3,187 -302	-9%	-$34.3K	0.09%	193
2019 Q1	$394K	Sell	3,489 -955	-21%	-$106K	0.11%	167
2018 Q4	$487K	Sell	4,444 -10,745	-71%	-$1.17M	0.18%	122
2018 Q3	$1.68M	Sell	15,189 -264	-2%	-$29.5K	0.53%	51
2018 Q2	$1.74M	Sell	15,453 -43	-0.3%	-$4.83K	0.61%	45
2018 Q1	$1.75M	Sell	15,496 -1,018	-6%	-$115K	0.52%	61
2017 Q4	$1.88M	Buy	16,514 +575	+4%	+$65.4K	0.57%	55
2017 Q3	$1.81M	Buy	15,939 +2,039	+15%	+$232K	0.44%	59
2017 Q2	$1.58M	Buy	13,900 +320	+2%	+$36.6K	0.41%	62
2017 Q1	$1.56M	Buy	13,580 +1,500	+12%	+$171K	0.43%	62
2016 Q4	$1.37M	Sell	12,080 -174	-1%	-$19.9K	0.41%	65
2016 Q3	$1.43M	Sell	12,254 -118	-1%	-$13.7K	0.41%	59
2016 Q2	$1.44M	Buy	12,372 +3,062	+33%	+$352K	0.16%	55
2016 Q1	$1.07M	Buy	9,310 +272	+3%	+$30.4K	0.41%	58
2015 Q4	$991K	Sell	9,038 -740	-8%	-$81.8K	0.38%	68
2015 Q3	$1.08M	Sell	9,778 -2,393	-20%	-$267K	0.45%	58
2015 Q2	$1.36M	Sell	12,171 -2,328	-16%	-$263K	0.37%	50
2015 Q1	$1.65M	Sell	14,499 -2,040	-12%	-$231K	0.63%	35
2014 Q4	$1.85M	Sell	16,539 -1,856	-10%	-$210K	0.77%	29
2014 Q3	$2.06M	Sell	18,395 -1,151	-6%	-$132K	0.91%	21
2014 Q2	$2.25M	Buy	19,546 +5,005	+34%	+$570K	1.02%	20
2014 Q1	$1.63M	Sell	14,541 -1,384	-9%	-$155K	0.8%	28
2013 Q4	$1.75M	Sell	15,925 -653	-4%	-$72.9K	0.99%	23
2013 Q3	$1.86M	Sell	16,578 -19,129	-54%	-$2.13M	1.13%	18
2013 Q2	$3.4M	Buy	+35,707	New	+$4.23M	1.97%	6

Other funds holding TIP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

First Heartland Consultants's TIP Position: Q4 2025 in Review

First Heartland Consultants sold out of iShares TIPS Bond ETF (TIP) in Q4 2025, closing a stake of 2,448 shares — an estimated $272K sold.

First Heartland Consultants first reported a position in TIP in Q2 2013 and held it in 35 quarters. The position peaked at $3.4M in Q2 2013. 1,011 funds tracked by Wall St. Rank hold TIP as of Q4 2025.

First Heartland Consultants reported no remaining iShares TIPS Bond ETF position as of Q4 2025 after selling out during the quarter.
First Heartland Consultants sold 2,448 iShares TIPS Bond ETF shares in Q4 2025, an estimated $272K.
First Heartland Consultants first reported a position in iShares TIPS Bond ETF in Q2 2013 and held it in 35 quarters.
First Heartland Consultants's iShares TIPS Bond ETF position peaked at $3.4M in Q2 2013.
1,011 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2025.

Based on First Heartland Consultants's 13F filing for Q4 2025, filed 9 Jan 2026.