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Global Assets Advisory’s iShares TIPS Bond ETF TIP Stock Holding History

Global Assets Advisory’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
-2,270
Closed -$249K – 296
2025
Q2 		$249K Sell
2,270
-3,691
-62% -$403K 0.1% 181
2025
Q1 		$653K Buy
+5,961
New +$648K 0.12% 139
2024
Q2 		– Sell
-54,285
Closed -$509K – 460
2024
Q1 		$509K Buy
+54,285
New +$5.8M 0.02% 318
2023
Q3 		– Sell
-4,301
Closed -$463K – 142
2023
Q2 		$463K Sell
4,301
-15,288
-78% -$1.66M 0.42% 69
2023
Q1 		$2.14M Buy
19,589
+9,105
+87% +$985K 2.19% 10
2022
Q4 		$1.12M Buy
10,484
+16
+0.2% +$1.71K 1.18% 20
2022
Q3 		$1.11M Buy
+10,468
New +$1.19M 1.13% 21

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 $49B AUM 17.78% 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

Global Assets Advisory's TIP Position: Q3 2025 in Review

Global Assets Advisory sold out of iShares TIPS Bond ETF (TIP) in Q3 2025, closing a stake of 2,270 shares — an estimated $249K sold.

Global Assets Advisory first reported a position in TIP in Q3 2022 and held it in 7 quarters. The position peaked at $2.14M in Q1 2023. 960 funds tracked by Wall St. Rank hold TIP as of Q3 2025.

  • Global Assets Advisory reported no remaining iShares TIPS Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Global Assets Advisory sold 2,270 iShares TIPS Bond ETF shares in Q3 2025, an estimated $249K.
  • Global Assets Advisory first reported a position in iShares TIPS Bond ETF in Q3 2022 and held it in 7 quarters.
  • Global Assets Advisory's iShares TIPS Bond ETF position peaked at $2.14M in Q1 2023.
  • 960 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2025.

Based on Global Assets Advisory's 13F filing for Q3 2025, filed 31 Oct 2025.