Hoey Investments’s iShares TIPS Bond ETF TIP Stock Holding History

Hoey Investments’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	–	Sell	-11	Closed	-$1.21K	–	435
2025 Q2	$1.21K	Buy	+11	New	+$1.2K	﹤0.01%	354
2023 Q4	–	Sell	-35	Closed	-$3.63K	–	376
2023 Q3	$3.63K	Hold	35	–	–	﹤0.01%	270
2023 Q2	$3.77K	Hold	35	–	–	﹤0.01%	267
2023 Q1	$3.86K	Hold	35	–	–	﹤0.01%	270
2022 Q4	$3.73K	Hold	35	–	–	﹤0.01%	251
2022 Q3	$4K	Hold	35	–	–	﹤0.01%	270
2022 Q2	$4K	Hold	35	–	–	﹤0.01%	228
2022 Q1	$4K	Hold	35	–	–	﹤0.01%	212
2021 Q4	$5K	Hold	35	–	–	﹤0.01%	202
2021 Q3	$4K	Hold	35	–	–	﹤0.01%	199
2021 Q2	$4K	Hold	35	–	–	﹤0.01%	201
2021 Q1	$4K	Hold	35	–	–	﹤0.01%	207
2020 Q4	$4K	Buy	+35	New	+$4.42K	﹤0.01%	167

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

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

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Hoey Investments's TIP Position: Q3 2025 in Review

Hoey Investments sold out of iShares TIPS Bond ETF (TIP) in Q3 2025, closing a stake of 11 shares — an estimated $1.21K sold.

Hoey Investments first reported a position in TIP in Q4 2020 and held it in 13 quarters. The position peaked at $5K in Q4 2021. 964 funds tracked by Wall St. Rank hold TIP as of Q3 2025.

Hoey Investments reported no remaining iShares TIPS Bond ETF position as of Q3 2025 after selling out during the quarter.
Hoey Investments sold 11 iShares TIPS Bond ETF shares in Q3 2025, an estimated $1.21K.
Hoey Investments first reported a position in iShares TIPS Bond ETF in Q4 2020 and held it in 13 quarters.
Hoey Investments's iShares TIPS Bond ETF position peaked at $5K in Q4 2021.
964 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2025.

Based on Hoey Investments's 13F filing for Q3 2025, filed 13 Nov 2025.