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Global Financial Private Client’s iShares TIPS Bond ETF TIP Stock Holding History

Global Financial Private Client’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
-14
Closed -$1.55K – 1457
2025
Q1 		$1.55K Hold
14
– – ﹤0.01% 938
2024
Q4 		$1.49K Hold
14
– – ﹤0.01% 745
2024
Q3 		$1.55K Hold
14
– – ﹤0.01% 738
2024
Q2 		$1.5K Sell
14
-81
-85% -$8.61K ﹤0.01% 595
2024
Q1 		$10.1K Sell
95
-217
-70% -$23.2K ﹤0.01% 459
2023
Q4 		$33.6K Sell
312
-4,475
-93% -$468K 0.02% 333
2023
Q3 		$493K Sell
4,787
-165
-3% -$17.5K 0.25% 94
2023
Q2 		$530K Sell
4,952
-525
-10% -$57.2K 0.26% 91
2023
Q1 		$604K Sell
5,477
-9,841
-64% -$1.06M 0.31% 77
2022
Q4 		$1.63M Sell
15,318
-4,532
-23% -$484K 0.91% 26
2022
Q3 		$2.11M Sell
19,850
-783
-4% -$88.7K 1.21% 16
2022
Q2 		$2.38M Sell
20,633
-622
-3% -$73.8K 1.34% 17
2022
Q1 		$2.62M Sell
21,255
-3,855
-15% -$485K 1.27% 19
2021
Q4 		$3.24M Buy
25,110
+2,000
+9% +$258K 1.57% 16
2021
Q3 		$2.95M Buy
23,110
+7,019
+44% +$905K 1.52% 17
2021
Q2 		$2.05M Buy
16,091
+1,771
+12% +$225K 1.14% 18
2021
Q1 		$1.8M Buy
14,320
+755
+6% +$95.6K 1.29% 19
2020
Q4 		$1.73M Buy
13,565
+127
+0.9% +$16K 1.37% 18
2020
Q3 		$1.69M Buy
13,438
+1,913
+17% +$240K 1.47% 18
2020
Q2 		$1.42M Buy
11,525
+2,913
+34% +$354K 1.23% 19
2020
Q1 		$1.02M Buy
8,612
+3
+0% +$353 1.08% 19
2019
Q4 		$1M Buy
+8,609
New +$1M 0.84% 22

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 $58.2B AUM 22.78% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Global Financial Private Client's TIP Position: Q2 2025 in Review

Global Financial Private Client sold out of iShares TIPS Bond ETF (TIP) in Q2 2025, closing a stake of 14 shares — an estimated $1.55K sold.

Global Financial Private Client first reported a position in TIP in Q4 2019 and held it in 22 quarters. The position peaked at $3.24M in Q4 2021. 976 funds tracked by Wall St. Rank hold TIP as of Q2 2025.

  • Global Financial Private Client reported no remaining iShares TIPS Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 14 iShares TIPS Bond ETF shares in Q2 2025, an estimated $1.55K.
  • Global Financial Private Client first reported a position in iShares TIPS Bond ETF in Q4 2019 and held it in 22 quarters.
  • Global Financial Private Client's iShares TIPS Bond ETF position peaked at $3.24M in Q4 2021.
  • 976 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.