IWA
TIP icon

Icon Wealth Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Icon Wealth Advisors’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
-1,209
Closed -$134K – 512
2025
Q3 		$134K Hold
1,209
– – 0.01% 448
2025
Q2 		$133K Sell
1,209
-178
-13% -$19.4K 0.01% 447
2025
Q1 		$154K Sell
1,387
-242
-15% -$26.3K 0.01% 398
2024
Q4 		$174K Sell
1,629
-8
-0.5% -$866 0.01% 399
2024
Q3 		$181K Sell
1,637
-7,916
-83% -$860K 0.02% 379
2024
Q2 		$1.03M Sell
9,553
-259
-3% -$27.5K 0.09% 145
2024
Q1 		$1.05M Buy
9,812
+463
+5% +$49.5K 0.1% 140
2023
Q4 		$1M Buy
+9,349
New +$978K 0.1% 128
2022
Q4 		$840K Sell
7,890
-44,829
-85% -$4.79M 0.1% 154
2022
Q3 		$5.53M Buy
+52,719
New +$5.97M 0.67% 32

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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
UBS Group Zurich, Switzerland $666B 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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Icon Wealth Advisors's TIP Position: Q4 2025 in Review

Icon Wealth Advisors sold out of iShares TIPS Bond ETF (TIP) in Q4 2025, closing a stake of 1,209 shares — an estimated $134K sold.

Icon Wealth Advisors first reported a position in TIP in Q3 2022 and held it in 10 quarters. The position peaked at $5.53M in Q3 2022. 1,005 funds tracked by Wall St. Rank hold TIP as of Q4 2025.

  • Icon Wealth Advisors reported no remaining iShares TIPS Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Icon Wealth Advisors sold 1,209 iShares TIPS Bond ETF shares in Q4 2025, an estimated $134K.
  • Icon Wealth Advisors first reported a position in iShares TIPS Bond ETF in Q3 2022 and held it in 10 quarters.
  • Icon Wealth Advisors's iShares TIPS Bond ETF position peaked at $5.53M in Q3 2022.
  • 1,005 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2025.

Based on Icon Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.