FAG
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Fortitude Advisory Group’s iShares TIPS Bond ETF TIP Stock Holding History

Fortitude Advisory Group’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
Q1 		– Sell
-2,655
Closed -$283K – 219
2024
Q4 		$283K Sell
2,655
-595
-18% -$64.4K 0.17% 129
2024
Q3 		$359K Sell
3,250
-98
-3% -$10.6K 0.23% 106
2024
Q2 		$358K Sell
3,348
-85
-2% -$9.04K 0.21% 101
2024
Q1 		$369K Sell
3,433
-185
-5% -$19.8K 0.21% 106
2023
Q4 		$389K Sell
3,618
-167
-4% -$17.5K 0.24% 96
2023
Q3 		$393K Sell
3,785
-324
-8% -$34.3K 0.27% 85
2023
Q2 		$442K Buy
4,109
+844
+26% +$91.9K 0.32% 80
2023
Q1 		$360K Hold
3,265
– – 0.28% 93
2022
Q4 		$348K Buy
3,265
+161
+5% +$17.2K 0.3% 97
2022
Q3 		$326K Sell
3,104
-150
-5% -$17K 0.31% 90
2022
Q2 		$371K Sell
3,254
-1,179
-27% -$140K 0.34% 82
2022
Q1 		$552K Buy
4,433
+390
+10% +$49.1K 0.29% 54
2021
Q4 		$522K Buy
+4,043
New +$521K 0.26% 63

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Fortitude Advisory Group's TIP Position: Q1 2025 in Review

Fortitude Advisory Group sold out of iShares TIPS Bond ETF (TIP) in Q1 2025, closing a stake of 2,655 shares — an estimated $283K sold.

Fortitude Advisory Group first reported a position in TIP in Q4 2021 and held it in 13 quarters. The position peaked at $552K in Q1 2022. 1,001 funds tracked by Wall St. Rank hold TIP as of Q1 2025.

  • Fortitude Advisory Group reported no remaining iShares TIPS Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Fortitude Advisory Group sold 2,655 iShares TIPS Bond ETF shares in Q1 2025, an estimated $283K.
  • Fortitude Advisory Group first reported a position in iShares TIPS Bond ETF in Q4 2021 and held it in 13 quarters.
  • Fortitude Advisory Group's iShares TIPS Bond ETF position peaked at $552K in Q1 2022.
  • 1,001 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2025.

Based on Fortitude Advisory Group's 13F filing for Q1 2025, filed 17 Apr 2025.