JWCA
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J.W. Coons Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

J.W. Coons 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
Q2 		$461K Hold
4,193
– – 0.1% 162
2025
Q1 		$466K Hold
4,193
– – 0.12% 154
2024
Q4 		$447K Sell
4,193
-592
-12% -$64.1K 0.11% 159
2024
Q3 		$529K Hold
4,785
– – 0.13% 144
2024
Q2 		$511K Sell
4,785
-250
-5% -$26.6K 0.12% 142
2024
Q1 		$541K Sell
5,035
-260
-5% -$27.8K 0.12% 143
2023
Q4 		$569K Sell
5,295
-2,950
-36% -$308K 0.15% 129
2023
Q3 		$855K Sell
8,245
-1,200
-13% -$127K 0.25% 91
2023
Q2 		$1.02M Sell
9,445
-38
-0.4% -$4.14K 0.28% 86
2023
Q1 		$1.05M Hold
9,483
– – 0.3% 80
2022
Q4 		$1.01M Buy
9,483
+855
+10% +$91.3K 0.3% 82
2022
Q3 		$905K Buy
8,628
+750
+10% +$84.9K 0.34% 79
2022
Q2 		$898K Hold
7,878
– – 0.32% 83
2022
Q1 		$978K Buy
7,878
+265
+3% +$33.3K 0.29% 84
2021
Q4 		$981K Buy
7,613
+1,380
+22% +$178K 0.3% 85
2021
Q3 		$795K Buy
6,233
+285
+5% +$36.7K 0.27% 95
2021
Q2 		$760K Sell
5,948
-1,162
-16% -$148K 0.27% 97
2021
Q1 		$893K Sell
7,110
-50
-0.7% -$6.33K 0.32% 87
2020
Q4 		$913K Sell
7,160
-214
-3% -$27K 0.35% 81
2020
Q3 		$936K Buy
7,374
+147
+2% +$18.5K 0.39% 73
2020
Q2 		$889K Buy
7,227
+150
+2% +$18.2K 0.39% 69
2020
Q1 		$835K Buy
+7,077
New +$834K 0.44% 65

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
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

J.W. Coons Advisors's TIP Position: Q2 2025 in Review

J.W. Coons Advisors held its iShares TIPS Bond ETF (TIP) position steady in Q2 2025 at 4,193 shares worth $461K. The position accounts for 0.1% of the portfolio, ranked #162.

J.W. Coons Advisors first reported a position in TIP in Q1 2020 and has held it in 22 quarters since. The position peaked at $1.05M in Q1 2023. 975 funds tracked by Wall St. Rank hold TIP as of Q2 2025.

  • J.W. Coons Advisors held 4,193 shares of iShares TIPS Bond ETF worth $461K as of Q2 2025.
  • J.W. Coons Advisors left its iShares TIPS Bond ETF share count unchanged in Q2 2025.
  • iShares TIPS Bond ETF made up 0.1% of J.W. Coons Advisors's portfolio in Q2 2025, its #162 holding.
  • J.W. Coons Advisors first reported a position in iShares TIPS Bond ETF in Q1 2020 and has held it in 22 quarters since.
  • J.W. Coons Advisors's iShares TIPS Bond ETF position peaked at $1.05M in Q1 2023.
  • 975 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2025.

Based on J.W. Coons Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.