GWN Securities’s iShares TIPS Bond ETF TIP Stock Holding History

GWN Securities’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	-89,972	Closed	-$9.79M	–	689
2025 Q1	$9.79M	Buy	+89,972	New	+$9.77M	0.55%	37

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

GWN Securities's TIP Position: Q2 2025 in Review

GWN Securities sold out of iShares TIPS Bond ETF (TIP) in Q2 2025, closing a stake of 89,972 shares — an estimated $9.79M sold.

GWN Securities first reported a position in TIP in Q1 2025 and held it in 1 quarter. The position peaked at $9.79M in Q1 2025. 975 funds tracked by Wall St. Rank hold TIP as of Q2 2025.

GWN Securities reported no remaining iShares TIPS Bond ETF position as of Q2 2025 after selling out during the quarter.
GWN Securities sold 89,972 iShares TIPS Bond ETF shares in Q2 2025, an estimated $9.79M.
GWN Securities first reported a position in iShares TIPS Bond ETF in Q1 2025 and held it in 1 quarter.
GWN Securities's iShares TIPS Bond ETF position peaked at $9.79M in Q1 2025.
975 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2025.

Based on GWN Securities's 13F filing for Q2 2025, filed 1 Aug 2025.