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

Kingswood 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
Q3 		– Sell
-1,819
Closed -$200K – 843
2025
Q2 		$200K Sell
1,819
-95
-5% -$10.4K 0.02% 708
2025
Q1 		$212K Sell
1,914
-710
-27% -$77.1K 0.02% 669
2024
Q4 		$280K Buy
2,624
+511
+24% +$55.3K 0.02% 632
2024
Q3 		$233K Sell
2,113
-93
-4% -$10.1K 0.02% 637
2024
Q2 		$236K Sell
2,206
-515
-19% -$54.8K 0.02% 590
2024
Q1 		$292K Sell
2,721
-4,494
-62% -$480K 0.03% 486
2023
Q4 		$776K Buy
7,215
+3,642
+102% +$381K 0.09% 245
2023
Q3 		$371K Buy
+3,573
New +$378K 0.06% 303

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

Kingswood Wealth Advisors's TIP Position: Q3 2025 in Review

Kingswood Wealth Advisors sold out of iShares TIPS Bond ETF (TIP) in Q3 2025, closing a stake of 1,819 shares — an estimated $200K sold.

Kingswood Wealth Advisors first reported a position in TIP in Q3 2023 and held it in 8 quarters. The position peaked at $776K in Q4 2023. 964 funds tracked by Wall St. Rank hold TIP as of Q3 2025.

  • Kingswood Wealth Advisors reported no remaining iShares TIPS Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 1,819 iShares TIPS Bond ETF shares in Q3 2025, an estimated $200K.
  • Kingswood Wealth Advisors first reported a position in iShares TIPS Bond ETF in Q3 2023 and held it in 8 quarters.
  • Kingswood Wealth Advisors's iShares TIPS Bond ETF position peaked at $776K in Q4 2023.
  • 964 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q3 2025, filed 23 Oct 2025.