First Horizon Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

First Horizon Advisors’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	$4.63M	Sell	42,034 -7,614	-15%	-$830K	0.12%	151
2025 Q1	$5.52M	Sell	49,648 -2,026	-4%	-$220K	0.16%	137
2024 Q4	$5.51M	Sell	51,674 -1,042	-2%	-$113K	0.15%	137
2024 Q3	$5.82M	Sell	52,716 -2,728	-5%	-$296K	0.16%	137
2024 Q2	$5.92M	Sell	55,444 -15,636	-22%	-$1.66M	0.18%	133
2024 Q1	$7.63M	Sell	71,080 -8,690	-11%	-$929K	0.24%	123
2023 Q4	$8.57M	Sell	79,770 -18,676	-19%	-$1.95M	0.28%	110
2023 Q3	$10.2M	Buy	98,446 +1,316	+1%	+$139K	0.37%	88
2023 Q2	$10.5M	Sell	97,130 -11,248	-10%	-$1.22M	0.36%	88
2023 Q1	$11.9M	Sell	108,378 -13,758	-11%	-$1.49M	0.43%	72
2022 Q4	$13M	Sell	122,136 -49,472	-29%	-$5.28M	0.48%	66
2022 Q3	$18M	Sell	171,608 -20,947	-11%	-$2.37M	0.72%	41
2022 Q2	$21.9M	Sell	192,555 -4,723	-2%	-$560K	0.78%	33
2022 Q1	$24.6M	Sell	197,278 -9,739	-5%	-$1.23M	1.34%	12
2021 Q4	$26.7M	Buy	207,017 +20,855	+11%	+$2.69M	0.81%	28
2021 Q3	$23.8M	Buy	186,162 +182,866	+5,548%	+$23.6M	0.78%	30
2021 Q2	$421K	Buy	3,296 +1,163	+55%	+$148K	0.02%	293
2021 Q1	$267K	Buy	2,133 +1,599	+299%	+$202K	0.02%	338
2020 Q4	$68K	Hold	534	–	–	﹤0.01%	511
2020 Q3	$68K	Hold	534	–	–	0.01%	470
2020 Q2	$66K	Hold	534	–	–	0.01%	463
2020 Q1	$63K	Hold	534	–	–	0.01%	440
2019 Q4	$62K	Hold	534	–	–	﹤0.01%	525
2019 Q3	$62K	Hold	534	–	–	﹤0.01%	505
2019 Q2	$62K	Sell	534 -98	-16%	-$11.1K	﹤0.01%	527
2019 Q1	$71K	Sell	632 -418	-40%	-$46.4K	0.01%	462
2018 Q4	$115K	Buy	1,050 +486	+86%	+$53.1K	0.01%	396
2018 Q3	$62K	Hold	564	–	–	﹤0.01%	532
2018 Q2	$64K	Hold	564	–	–	0.01%	531
2018 Q1	$64K	Hold	564	–	–	0.01%	455
2017 Q4	$64K	Hold	564	–	–	0.01%	475
2017 Q3	$64K	Hold	564	–	–	0.01%	457
2017 Q2	$64K	Hold	564	–	–	0.01%	446
2017 Q1	$65K	Sell	564 -458	-45%	-$52.2K	0.01%	468
2016 Q4	$119K	Hold	1,022	–	–	0.02%	380
2016 Q3	$119K	Buy	1,022 +85	+9%	+$9.87K	0.02%	376
2016 Q2	$109K	Sell	937 -2,221	-70%	-$255K	0.01%	375
2016 Q1	$361K	Buy	3,158 +2,678	+558%	+$299K	0.04%	242
2015 Q4	$53K	Sell	480 -1,369	-74%	-$151K	0.01%	477
2015 Q3	$203K	Sell	1,849 -197	-10%	-$22K	0.03%	285
2015 Q2	$229K	Sell	2,046 -200	-9%	-$22.6K	0.03%	283
2015 Q1	$255K	Sell	2,246 -1,608	-42%	-$182K	0.04%	275
2014 Q4	$431K	Sell	3,854 -663	-15%	-$74.9K	0.07%	218
2014 Q3	$506K	Sell	4,517 -297	-6%	-$34K	0.08%	199
2014 Q2	$553K	Sell	4,814 -155	-3%	-$17.7K	0.08%	213
2014 Q1	$557K	Buy	4,969 +521	+12%	+$58.3K	0.08%	199
2013 Q4	$493K	Sell	4,448 -585	-12%	-$65.3K	0.07%	201
2013 Q3	$567K	Buy	+5,033	New	+$561K	0.09%	184

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

First Horizon Advisors's TIP Position: Q2 2025 in Review

First Horizon Advisors reduced its iShares TIPS Bond ETF (TIP) stake by 15% in Q2 2025, selling an estimated $830K and leaving 42,034 shares worth $4.63M. The position accounts for 0.12% of the portfolio, ranked #151.

First Horizon Advisors first reported a position in TIP in Q3 2013 and has held it in 48 quarters since. The position peaked at $26.7M in Q4 2021. 976 funds tracked by Wall St. Rank hold TIP as of Q2 2025.

First Horizon Advisors held 42,034 shares of iShares TIPS Bond ETF worth $4.63M as of Q2 2025.
First Horizon Advisors sold 7,614 iShares TIPS Bond ETF shares in Q2 2025, an estimated $830K.
iShares TIPS Bond ETF made up 0.12% of First Horizon Advisors's portfolio in Q2 2025, its #151 holding.
First Horizon Advisors first reported a position in iShares TIPS Bond ETF in Q3 2013 and has held it in 48 quarters since.
First Horizon Advisors's iShares TIPS Bond ETF position peaked at $26.7M in Q4 2021.
976 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.