GPS Wealth Strategies Group’s iShares TIPS Bond ETF TIP Stock Holding History

GPS Wealth Strategies Group’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	-462	Closed	-$51.4K	–	1477
2025 Q3	$51.4K	Buy	462 +2	+0.4%	+$221	0.01%	666
2025 Q2	$50.6K	Buy	460 +2	+0.4%	+$218	0.01%	631
2025 Q1	$50.9K	Sell	458 -26	-5%	-$2.82K	0.01%	602
2024 Q4	$51.6K	Buy	484 +100	+26%	+$10.8K	0.01%	573
2024 Q3	$42.4K	Hold	384	–	–	0.01%	618
2024 Q2	$41K	Sell	384 -41	-10%	-$4.36K	0.01%	584
2024 Q1	$45.6K	Sell	425 -59	-12%	-$6.3K	0.01%	533
2023 Q4	$52K	Hold	484	–	–	0.01%	480
2023 Q3	$50.2K	Hold	484	–	–	0.01%	480
2023 Q2	$52.1K	Hold	484	–	–	0.01%	491
2023 Q1	$53.4K	Buy	+484	New	+$52.4K	0.01%	468

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 New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.7T 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 Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Pictet Asset Management

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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