Gould Capital’s iShares TIPS Bond ETF TIP Stock Holding History

Gould Capital’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 Q4	–	Sell	-25	Closed	-$2.78K	–	216
2025 Q3	$2.78K	Sell	25 -33	-57%	-$3.65K	﹤0.01%	175
2025 Q2	$6.38K	Sell	58 -7	-11%	-$763	﹤0.01%	159
2025 Q1	$7.22K	Sell	65 -124	-66%	-$13.5K	0.01%	150
2024 Q4	$20.1K	Hold	189	–	–	0.01%	120
2024 Q3	$20.9K	Hold	189	–	–	0.01%	125
2024 Q2	$20.2K	Sell	189 -27	-13%	-$2.87K	0.01%	124
2024 Q1	$23.2K	Hold	216	–	–	0.02%	119
2023 Q4	$23.2K	Hold	216	–	–	0.02%	115
2023 Q3	$22.2K	Sell	216 -10	-4%	-$1.06K	0.02%	107
2023 Q2	$24.3K	Sell	226 -10	-4%	-$1.09K	0.02%	109
2023 Q1	$26K	Buy	236 +1	+0.4%	+$108	0.02%	106
2022 Q4	$25K	Sell	235 -1	-0.4%	-$107	0.02%	108
2022 Q3	$25K	Hold	236	–	–	0.02%	100
2022 Q2	$27K	Hold	236	–	–	0.02%	97
2022 Q1	$29K	Sell	236 -14	-6%	-$1.76K	0.02%	98
2021 Q4	$32K	Buy	+250	New	+$32.2K	0.02%	104

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

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Gould Capital's TIP Position: Q4 2025 in Review

Gould Capital sold out of iShares TIPS Bond ETF (TIP) in Q4 2025, closing a stake of 25 shares — an estimated $2.78K sold.

Gould Capital first reported a position in TIP in Q4 2021 and held it in 16 quarters. The position peaked at $32K in Q4 2021. 1,005 funds tracked by Wall St. Rank hold TIP as of Q4 2025.

Gould Capital reported no remaining iShares TIPS Bond ETF position as of Q4 2025 after selling out during the quarter.
Gould Capital sold 25 iShares TIPS Bond ETF shares in Q4 2025, an estimated $2.78K.
Gould Capital first reported a position in iShares TIPS Bond ETF in Q4 2021 and held it in 16 quarters.
Gould Capital's iShares TIPS Bond ETF position peaked at $32K in Q4 2021.
1,005 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2025.

Based on Gould Capital's 13F filing for Q4 2025, filed 13 Feb 2026.