FIM
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Freedom Investment Management’s iShares TIPS Bond ETF TIP Stock Holding History

Freedom Investment Management’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
Q3 		– Sell
-12,557
Closed -$1.38M – 649
2025
Q2 		$1.38M Sell
12,557
-716
-5% -$78.1K 0.11% 168
2025
Q1 		$1.47M Sell
13,273
-718
-5% -$78K 0.12% 145
2024
Q4 		$1.49M Sell
13,991
-436
-3% -$47.2K 0.12% 145
2024
Q3 		$1.59M Sell
14,427
-1,381
-9% -$150K 0.13% 147
2024
Q2 		$1.69M Sell
15,808
-11,792
-43% -$1.25M 0.14% 136
2024
Q1 		$2.96M Sell
27,600
-4,774
-15% -$510K 0.24% 78
2023
Q4 		$3.48M Sell
32,374
-4,501
-12% -$471K 0.28% 63
2023
Q3 		$3.82M Sell
36,875
-1,087
-3% -$115K 0.47% 37
2023
Q2 		$4.09M Sell
37,962
-9,606
-20% -$1.05M 0.46% 36
2023
Q1 		$5.24M Buy
47,568
+5,657
+13% +$612K 0.59% 23
2022
Q4 		$4.46M Sell
41,911
-2,071
-5% -$221K 0.5% 39
2022
Q3 		$4.61M Sell
43,982
-15,535
-26% -$1.76M 0.53% 33
2022
Q2 		$6.78M Sell
59,517
-2,891
-5% -$343K 0.72% 13
2022
Q1 		$7.77M Sell
62,408
-5,998
-9% -$754K 0.7% 14
2021
Q4 		$8.84M Buy
68,406
+1,896
+3% +$244K 0.65% 18
2021
Q3 		$8.49M Buy
66,510
+12,003
+22% +$1.55M 0.65% 21
2021
Q2 		$6.98M Buy
54,507
+1,285
+2% +$163K 0.52% 32
2021
Q1 		$6.68M Sell
53,222
-3,999
-7% -$506K 0.52% 32
2020
Q4 		$7.3M Sell
57,221
-4,498
-7% -$567K 0.8% 17
2020
Q3 		$7.81M Buy
61,719
+2,423
+4% +$304K 0.85% 18
2020
Q2 		$7.29M Buy
59,296
+3,389
+6% +$412K 0.79% 19
2020
Q1 		$6.62M Sell
55,907
-1,795
-3% -$211K 0.59% 28
2019
Q4 		$6.73M Sell
57,702
-173,583
-75% -$20.2M 0.59% 27
2019
Q3 		$26.9M Buy
231,285
+171,158
+285% +$19.9M 2.34% 4
2019
Q2 		$6.94M Buy
60,127
+275
+0.5% +$31.3K 0.58% 28
2019
Q1 		$6.77M Sell
59,852
-52,303
-47% -$5.8M 0.54% 30
2018
Q4 		$12.3M Sell
112,155
-223,037
-67% -$24.3M 0.96% 13
2018
Q3 		$37.4M Buy
335,192
+10,965
+3% +$1.22M 2.34% 4
2018
Q2 		$36.6M Buy
324,227
+223,747
+223% +$25.1M 2.2% 4
2018
Q1 		$11.4M Sell
100,480
-137,229
-58% -$15.4M 0.58% 18
2017
Q4 		$27.1M Buy
237,709
+150,141
+171% +$17.1M 1.39% 9
2017
Q3 		$9.95M Buy
87,568
+9,409
+12% +$1.07M 0.55% 22
2017
Q2 		$8.87M Buy
78,159
+9,928
+15% +$1.13M 0.5% 22
2017
Q1 		$7.82M Buy
68,231
+6,059
+10% +$690K 0.46% 26
2016
Q4 		$7.04M Buy
62,172
+20,622
+50% +$2.35M 0.44% 25
2016
Q3 		$4.84M Buy
41,550
+6,740
+19% +$782K 0.31% 38
2016
Q2 		$4.06M Buy
34,810
+11,735
+51% +$1.35M 0.28% 34
2016
Q1 		$2.65M Buy
23,075
+8,811
+62% +$984K 0.19% 52
2015
Q4 		$1.56M Buy
14,264
+3,748
+36% +$414K 0.12% 119
2015
Q3 		$1.05M Buy
10,516
+1,953
+23% +$218K 0.11% 148
2015
Q2 		$959K Buy
8,563
+1,305
+18% +$148K 0.1% 163
2015
Q1 		$824K Buy
7,258
+831
+13% +$94.2K 0.09% 178
2014
Q4 		$720K Buy
6,427
+324
+5% +$36.6K 0.09% 199
2014
Q3 		$684K Sell
6,103
-49,327
-89% -$5.64M 0.12% 166
2014
Q2 		$6.39M Buy
55,430
+50,731
+1,080% +$5.78M 1.07% 9
2014
Q1 		$527K Buy
4,699
+260
+6% +$29.1K 0.11% 177
2013
Q4 		$488K Sell
4,439
-364
-8% -$40.6K 0.12% 161
2013
Q3 		$541K Sell
4,803
-474
-9% -$52.9K 0.15% 112
2013
Q2 		$591K Buy
+5,277
New +$624K 0.2% 84

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Freedom Investment Management's TIP Position: Q3 2025 in Review

Freedom Investment Management sold out of iShares TIPS Bond ETF (TIP) in Q3 2025, closing a stake of 12,557 shares — an estimated $1.38M sold.

Freedom Investment Management first reported a position in TIP in Q2 2013 and held it in 49 quarters. The position peaked at $37.4M in Q3 2018. 961 funds tracked by Wall St. Rank hold TIP as of Q3 2025.

  • Freedom Investment Management reported no remaining iShares TIPS Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 12,557 iShares TIPS Bond ETF shares in Q3 2025, an estimated $1.38M.
  • Freedom Investment Management first reported a position in iShares TIPS Bond ETF in Q2 2013 and held it in 49 quarters.
  • Freedom Investment Management's iShares TIPS Bond ETF position peaked at $37.4M in Q3 2018.
  • 961 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.