Hexagon Capital Partners’s iShares TIPS Bond ETF TIP Stock Holding History

Hexagon Capital Partners’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	-738	Closed	-$82K	–	1556
2025 Q1	$82K	Sell	738 -11	-1%	-$1.2K	0.02%	364
2024 Q4	$79.8K	Sell	749 -144	-16%	-$15.6K	0.01%	374
2024 Q3	$98.7K	Sell	893 -4	-0.4%	-$435	0.02%	314
2024 Q2	$95.8K	Sell	897 -124	-12%	-$13.2K	0.02%	305
2024 Q1	$110K	Sell	1,021 -252	-20%	-$26.9K	0.02%	289
2023 Q4	$137K	Sell	1,273 -1,317	-51%	-$138K	0.03%	242
2023 Q3	$269K	Sell	2,590 -248	-9%	-$26.2K	0.07%	133
2023 Q2	$305K	Sell	2,838 -52	-2%	-$5.66K	0.08%	116
2023 Q1	$319K	Sell	2,890 -207	-7%	-$22.4K	0.09%	110
2022 Q4	$330K	Sell	3,097 -486	-14%	-$51.9K	0.1%	105
2022 Q3	$376K	Sell	3,583 -136	-4%	-$15.4K	0.11%	99
2022 Q2	$424K	Hold	3,719	–	–	0.13%	94
2022 Q1	$463K	Sell	3,719 -9	-0.2%	-$1.13K	0.12%	98
2021 Q4	$482K	Hold	3,728	–	–	0.13%	93
2021 Q3	$476K	Sell	3,728 -129	-3%	-$16.6K	0.14%	83
2021 Q2	$494K	Sell	3,857 -7	-0.2%	-$889	0.14%	76
2021 Q1	$484K	Sell	3,864 -54	-1%	-$6.83K	0.13%	67
2020 Q4	$500K	Sell	3,918 -34	-0.9%	-$4.29K	0.15%	61
2020 Q3	$495K	Buy	+3,952	New	+$496K	0.16%	58

Other funds holding TIP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Hexagon Capital Partners's TIP Position: Q2 2025 in Review

Hexagon Capital Partners sold out of iShares TIPS Bond ETF (TIP) in Q2 2025, closing a stake of 738 shares — an estimated $82K sold.

Hexagon Capital Partners first reported a position in TIP in Q3 2020 and held it in 19 quarters. The position peaked at $500K in Q4 2020. 978 funds tracked by Wall St. Rank hold TIP as of Q2 2025.

Hexagon Capital Partners reported no remaining iShares TIPS Bond ETF position as of Q2 2025 after selling out during the quarter.
Hexagon Capital Partners sold 738 iShares TIPS Bond ETF shares in Q2 2025, an estimated $82K.
Hexagon Capital Partners first reported a position in iShares TIPS Bond ETF in Q3 2020 and held it in 19 quarters.
Hexagon Capital Partners's iShares TIPS Bond ETF position peaked at $500K in Q4 2020.
978 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2025.

Based on Hexagon Capital Partners's 13F filing for Q2 2025, filed 11 Aug 2025.