Hemington Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History

Hemington Wealth Management’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	$104K	Buy	938 +5	+0.5%	+$552	0.01%	233
2025 Q2	$102K	Buy	933 +13	+1%	+$1.42K	0.01%	214
2025 Q1	$102K	Hold	920	–	–	0.02%	202
2024 Q4	$98K	Buy	920 +3	+0.3%	+$325	0.02%	195
2024 Q3	$99K	Buy	+917	New	+$99.6K	0.03%	189
2022 Q2	–	Sell	-9,859	Closed	-$1.23M	–	109
2022 Q1	$1.23M	Buy	+9,859	New	+$1.24M	0.41%	33
2021 Q4	–	Sell	-4,043	Closed	-$516K	–	97
2021 Q3	$516K	Hold	4,043	–	–	0.19%	54
2021 Q2	$518K	Hold	4,043	–	–	0.22%	53
2021 Q1	$507K	Buy	+4,043	New	+$512K	0.22%	51

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

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

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

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

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

Hemington Wealth Management's TIP Position: Q3 2025 in Review

Hemington Wealth Management increased its iShares TIPS Bond ETF (TIP) stake by 0.54% in Q3 2025, buying an estimated $552 and bringing the position to 938 shares worth $104K. The position accounts for 0.01% of the portfolio, ranked #233.

Hemington Wealth Management first reported a position in TIP in Q1 2021 and has held it in 9 quarters since. The position peaked at $1.23M in Q1 2022. 960 funds tracked by Wall St. Rank hold TIP as of Q3 2025.

Hemington Wealth Management held 938 shares of iShares TIPS Bond ETF worth $104K as of Q3 2025.
Hemington Wealth Management bought 5 iShares TIPS Bond ETF shares in Q3 2025, an estimated $552.
iShares TIPS Bond ETF made up 0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #233 holding.
Hemington Wealth Management first reported a position in iShares TIPS Bond ETF in Q1 2021 and has held it in 9 quarters since.
Hemington Wealth Management's iShares TIPS Bond ETF position peaked at $1.23M in Q1 2022.
960 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.