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Insight Wealth Strategies’s iShares TIPS Bond ETF TIP Stock Holding History

Insight Wealth Strategies’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
-100,070
Closed -$11.1M – 179
2025
Q1 		$11.1M Buy
100,070
+14,787
+17% +$1.61M 1.5% 17
2024
Q4 		$9.09M Buy
85,283
+2,108
+3% +$228K 1.22% 22
2024
Q3 		$9.19M Sell
83,175
-41,238
-33% -$4.48M 1.21% 22
2024
Q2 		$13.3M Buy
124,413
+2,143
+2% +$228K 1.89% 14
2024
Q1 		$13.1M Buy
122,270
+2,358
+2% +$252K 1.93% 15
2023
Q4 		$12.9M Buy
119,912
+11,283
+10% +$1.18M 2.08% 16
2023
Q3 		$11.3M Sell
108,629
-51,283
-32% -$5.43M 2.18% 15
2023
Q2 		$17.2M Sell
159,912
-888
-0.6% -$96.7K 3.29% 14
2023
Q1 		$17.7M Sell
160,800
-8,226
-5% -$890K 3.48% 14
2022
Q4 		$18M Buy
169,026
+4,369
+3% +$467K 3.48% 14
2022
Q3 		$18.8M Hold
164,657
– – 3.48% 14
2022
Q2 		$18.8M Sell
164,657
-75,203
-31% -$8.92M 3.48% 14
2022
Q1 		$29.9M Sell
239,860
-31,104
-11% -$3.91M 4.41% 3
2021
Q4 		$35M Buy
270,964
+74,993
+38% +$9.67M 4.99% 1
2021
Q3 		$25M Buy
195,971
+4,967
+3% +$640K 3.52% 11
2021
Q2 		$24.4M Buy
191,004
+25,780
+16% +$3.28M 3.48% 13
2021
Q1 		$20.7M Sell
165,224
-5,570
-3% -$705K 2.78% 17
2020
Q4 		$21.8M Sell
170,794
-19,911
-10% -$2.51M 3.7% 9
2020
Q3 		$24.1M Sell
190,705
-25,297
-12% -$3.18M 4.48% 3
2020
Q2 		$26.6M Sell
216,002
-5,440
-2% -$661K 5.91% 3
2020
Q1 		$26.1M Buy
221,442
+208,269
+1,581% +$24.5M 6.95% 4
2019
Q4 		$1.54M Sell
13,173
-16,249
-55% -$1.89M 0.33% 58
2019
Q3 		$3.42M Buy
29,422
+19,300
+191% +$2.24M 0.8% 23
2019
Q2 		$1.17M Sell
10,122
-3,927
-28% -$447K 0.29% 56
2019
Q1 		$1.59M Buy
14,049
+3,455
+33% +$383K 0.44% 42
2018
Q4 		$1.16M Buy
+10,594
New +$1.16M 0.36% 47

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
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Insight Wealth Strategies's TIP Position: Q2 2025 in Review

Insight Wealth Strategies sold out of iShares TIPS Bond ETF (TIP) in Q2 2025, closing a stake of 100,070 shares — an estimated $11.1M sold.

Insight Wealth Strategies first reported a position in TIP in Q4 2018 and held it in 26 quarters. The position peaked at $35M in Q4 2021. 978 funds tracked by Wall St. Rank hold TIP as of Q2 2025.

  • Insight Wealth Strategies reported no remaining iShares TIPS Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Insight Wealth Strategies sold 100,070 iShares TIPS Bond ETF shares in Q2 2025, an estimated $11.1M.
  • Insight Wealth Strategies first reported a position in iShares TIPS Bond ETF in Q4 2018 and held it in 26 quarters.
  • Insight Wealth Strategies's iShares TIPS Bond ETF position peaked at $35M in Q4 2021.
  • 978 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2025.

Based on Insight Wealth Strategies's 13F filing for Q2 2025, filed 7 Jul 2025.