FSA Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History

FSA Wealth 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	$16.4K	Buy	147 +1	+0.7%	+$110	0.01%	264
2025 Q2	$16.1K	Buy	146 +2	+1%	+$218	0.01%	253
2025 Q1	$16K	Hold	144	–	–	0.01%	240
2024 Q4	$15.3K	Buy	144 +1	+0.7%	+$108	0.01%	259
2024 Q3	$15.8K	Buy	+143	New	+$15.5K	0.01%	267
2024 Q1	$15.1K	Hold	140	–	–	0.01%	284
2023 Q4	$15K	Buy	+140	New	+$14.6K	0.01%	277
2021 Q1	–	Sell	-1,261	Closed	-$161K	–	216
2020 Q4	$161K	Buy	+1,261	New	+$159K	0.08%	62
2020 Q3	–	Sell	-1,968	Closed	-$242K	–	324
2020 Q2	$242K	Buy	1,968 +2	+0.1%	+$243	0.16%	42
2020 Q1	$232K	Hold	1,966	–	–	0.19%	38
2019 Q4	$229K	Buy	+1,966	New	+$229K	0.16%	47

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 $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

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

FSA Wealth Management's TIP Position: Q3 2025 in Review

FSA Wealth Management increased its iShares TIPS Bond ETF (TIP) stake by 0.68% in Q3 2025, buying an estimated $110 and bringing the position to 147 shares worth $16.4K. The position accounts for 0.01% of the portfolio, ranked #264.

FSA Wealth Management first reported a position in TIP in Q4 2019 and has held it in 11 quarters since. The position peaked at $242K in Q2 2020. 960 funds tracked by Wall St. Rank hold TIP as of Q3 2025.

FSA Wealth Management held 147 shares of iShares TIPS Bond ETF worth $16.4K as of Q3 2025.
FSA Wealth Management bought 1 iShares TIPS Bond ETF share in Q3 2025, an estimated $110.
iShares TIPS Bond ETF made up 0.01% of FSA Wealth Management's portfolio in Q3 2025, its #264 holding.
FSA Wealth Management first reported a position in iShares TIPS Bond ETF in Q4 2019 and has held it in 11 quarters since.
FSA Wealth Management's iShares TIPS Bond ETF position peaked at $242K in Q2 2020.
960 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.