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Janney Capital Management’s iShares TIPS Bond ETF TIP Stock Holding History

Janney Capital Management’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 		$292K Sell
2,660
-23
-0.9% -$2.55K 0.02% 215
2025
Q3 		$298K Buy
2,683
+9
+0.3% +$994 0.02% 206
2025
Q2 		$294K Sell
2,674
-75
-3% -$8.18K 0.02% 203
2025
Q1 		$305K Sell
2,749
-135
-5% -$14.7K 0.02% 193
2024
Q4 		$307K Sell
2,884
-43
-1% -$4.66K 0.02% 205
2024
Q3 		$323K Sell
2,927
-7
-0.2% -$761 0.02% 197
2024
Q2 		$313K Sell
2,934
-21
-0.7% -$2.23K 0.02% 190
2024
Q1 		$317K Sell
2,955
-244
-8% -$26.1K 0.02% 205
2023
Q4 		$344K Buy
+3,199
New +$334K 0.02% 193
2023
Q3 		– Sell
-3,242
Closed -$349K – 238
2023
Q2 		$349K Sell
3,242
-21
-0.6% -$2.29K 0.02% 186
2023
Q1 		$360K Sell
3,263
-650
-17% -$70.3K 0.03% 170
2022
Q4 		$416K Sell
3,913
-41
-1% -$4.38K 0.03% 166
2022
Q3 		$415K Buy
3,954
+195
+5% +$22.1K 0.03% 139
2022
Q2 		$428K Sell
3,759
-59
-2% -$7K 0.03% 135
2022
Q1 		$476K Sell
3,818
-241,666
-98% -$30.4M 0.03% 138
2021
Q4 		$31.7M Sell
245,484
-7,561
-3% -$975K 2.07% 6
2021
Q3 		$32.3M Sell
253,045
-140,680
-36% -$18.1M 2.17% 4
2021
Q2 		$50.4M Sell
393,725
-6,352
-2% -$807K 3.22% 3
2021
Q1 		$50.2M Buy
400,077
+128,414
+47% +$16.3M 3.33% 3
2020
Q4 		$34.7M Sell
271,663
-15,250
-5% -$1.92M 2.4% 6
2020
Q3 		$36.3M Buy
286,913
+202,473
+240% +$25.4M 2.48% 5
2020
Q2 		$10.4M Sell
84,440
-6,138
-7% -$746K 0.72% 51
2020
Q1 		$10.7M Buy
+90,578
New +$10.7M 0.82% 40
2019
Q2 		– Sell
-2,822
Closed -$319K – 210
2019
Q1 		$319K Sell
2,822
-39
-1% -$4.33K 0.02% 163
2018
Q4 		$313K Sell
2,861
-4,547
-61% -$496K 0.02% 158
2018
Q3 		$819K Sell
7,408
-131
-2% -$14.6K 0.04% 118
2018
Q2 		$851K Sell
7,539
-3
-0% -$337 0.04% 118
2018
Q1 		$853K Sell
7,542
-600
-7% -$67.5K 0.04% 113
2017
Q4 		$928K Sell
8,142
-425
-5% -$48.3K 0.04% 111
2017
Q3 		$973K Buy
+8,567
New +$975K 0.04% 108

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

Janney Capital Management's TIP Position: Q4 2025 in Review

Janney Capital Management reduced its iShares TIPS Bond ETF (TIP) stake by 0.86% in Q4 2025, selling an estimated $2.55K and leaving 2,660 shares worth $292K. The position accounts for 0.02% of the portfolio, ranked #215.

Janney Capital Management first reported a position in TIP in Q3 2017 and has held it in 30 quarters since. The position peaked at $50.4M in Q2 2021. 1,005 funds tracked by Wall St. Rank hold TIP as of Q4 2025.

  • Janney Capital Management held 2,660 shares of iShares TIPS Bond ETF worth $292K as of Q4 2025.
  • Janney Capital Management sold 23 iShares TIPS Bond ETF shares in Q4 2025, an estimated $2.55K.
  • iShares TIPS Bond ETF made up 0.02% of Janney Capital Management's portfolio in Q4 2025, its #215 holding.
  • Janney Capital Management first reported a position in iShares TIPS Bond ETF in Q3 2017 and has held it in 30 quarters since.
  • Janney Capital Management's iShares TIPS Bond ETF position peaked at $50.4M in Q2 2021.
  • 1,005 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2025.

Based on Janney Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.