IC
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IEQ Capital’s iShares TIPS Bond ETF TIP Stock Holding History

IEQ Capital’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
-5,439
Closed -$598K – 2072
2025
Q2 		$598K Sell
5,439
-973
-15% -$106K ﹤0.01% 1080
2025
Q1 		$712K Buy
6,412
+129
+2% +$14K 0.01% 853
2024
Q4 		$669K Buy
6,283
+1,667
+36% +$180K 0.01% 766
2024
Q3 		$510K Buy
4,616
+28
+0.6% +$3.04K 0.01% 745
2024
Q2 		$490K Buy
4,588
+84
+2% +$8.93K 0.01% 661
2024
Q1 		$484K Sell
4,504
-107
-2% -$11.4K 0.01% 626
2023
Q4 		$496K Buy
4,611
+174
+4% +$18.2K 0.01% 581
2023
Q3 		$460K Buy
+4,437
New +$470K 0.01% 590
2023
Q2 		– Sell
-2,511
Closed -$277K – 964
2023
Q1 		$277K Hold
2,511
– – 0.01% 742
2022
Q4 		$267K Sell
2,511
-3,624
-59% -$387K 0.01% 666
2022
Q3 		$643K Buy
+6,135
New +$695K 0.02% 473

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
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
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

IEQ Capital's TIP Position: Q3 2025 in Review

IEQ Capital sold out of iShares TIPS Bond ETF (TIP) in Q3 2025, closing a stake of 5,439 shares — an estimated $598K sold.

IEQ Capital first reported a position in TIP in Q3 2022 and held it in 11 quarters. The position peaked at $712K in Q1 2025. 964 funds tracked by Wall St. Rank hold TIP as of Q3 2025.

  • IEQ Capital reported no remaining iShares TIPS Bond ETF position as of Q3 2025 after selling out during the quarter.
  • IEQ Capital sold 5,439 iShares TIPS Bond ETF shares in Q3 2025, an estimated $598K.
  • IEQ Capital first reported a position in iShares TIPS Bond ETF in Q3 2022 and held it in 11 quarters.
  • IEQ Capital's iShares TIPS Bond ETF position peaked at $712K in Q1 2025.
  • 964 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2025.

Based on IEQ Capital's 13F filing for Q3 2025, filed 14 Nov 2025.