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FSC Wealth Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

FSC Wealth 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 		– Sell
-55
Closed -$6.15K – 229
2025
Q1 		$6.15K Hold
55
– – ﹤0.01% 221
2024
Q4 		$5.9K Hold
55
– – ﹤0.01% 226
2024
Q3 		$6.08K Hold
55
– – ﹤0.01% 218
2024
Q2 		$5.84K Buy
55
+1
+2% +$106 ﹤0.01% 224
2024
Q1 		$5.8K Hold
54
– – ﹤0.01% 220
2023
Q4 		$5.8K Hold
54
– – ﹤0.01% 235
2023
Q3 		$5.55K Buy
54
+1
+2% +$106 0.01% 195
2023
Q2 		$5.7K Buy
+53
New +$5.77K 0.01% 165

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
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

FSC Wealth Advisors's TIP Position: Q2 2025 in Review

FSC Wealth Advisors sold out of iShares TIPS Bond ETF (TIP) in Q2 2025, closing a stake of 55 shares — an estimated $6.15K sold.

FSC Wealth Advisors first reported a position in TIP in Q2 2023 and held it in 8 quarters. The position peaked at $6.15K in Q1 2025. 975 funds tracked by Wall St. Rank hold TIP as of Q2 2025.

  • FSC Wealth Advisors reported no remaining iShares TIPS Bond ETF position as of Q2 2025 after selling out during the quarter.
  • FSC Wealth Advisors sold 55 iShares TIPS Bond ETF shares in Q2 2025, an estimated $6.15K.
  • FSC Wealth Advisors first reported a position in iShares TIPS Bond ETF in Q2 2023 and held it in 8 quarters.
  • FSC Wealth Advisors's iShares TIPS Bond ETF position peaked at $6.15K in Q1 2025.
  • 975 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2025.

Based on FSC Wealth Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.