PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s iShares TIPS Bond ETF TIP Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, 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 Q4	–	Sell	-1,143	Closed	-$127K	–	600
2025 Q3	$127K	Hold	1,143	–	–	0.04%	191
2025 Q2	$126K	Hold	1,143	–	–	0.04%	177
2025 Q1	$127K	Hold	1,143	–	–	0.05%	170
2024 Q4	$122K	Buy	+1,143	New	+$124K	0.05%	176
2023 Q2	–	Sell	-252	Closed	-$27.8K	–	322
2023 Q1	$27.8K	Buy	+252	New	+$27.3K	0.02%	190

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $530B AUM 22.01% 1-Year Est. Return

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

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s TIP Position: Q4 2025 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of iShares TIPS Bond ETF (TIP) in Q4 2025, closing a stake of 1,143 shares — an estimated $127K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in TIP in Q1 2023 and held it in 5 quarters. The position peaked at $127K in Q3 2025. 1,008 funds tracked by Wall St. Rank hold TIP as of Q4 2025.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining iShares TIPS Bond ETF position as of Q4 2025 after selling out during the quarter.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 1,143 iShares TIPS Bond ETF shares in Q4 2025, an estimated $127K.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in iShares TIPS Bond ETF in Q1 2023 and held it in 5 quarters.
PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s iShares TIPS Bond ETF position peaked at $127K in Q3 2025.
1,008 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2025.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q4 2025, filed 7 Aug 2026.