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KMG Fiduciary Partners’s iShares TIPS Bond ETF TIP Stock Holding History

KMG Fiduciary Partners’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 		– Sell
-25,838
Closed -$2.87M – 293
2025
Q3 		$2.87M Buy
25,838
+1,457
+6% +$161K 0.19% 110
2025
Q2 		$2.68M Buy
24,381
+1,158
+5% +$126K 0.2% 108
2025
Q1 		$2.58M Buy
23,223
+1,829
+9% +$199K 0.21% 104
2024
Q4 		$2.28M Buy
21,394
+5,378
+34% +$582K 0.19% 115
2024
Q3 		$1.77M Buy
16,016
+100
+0.6% +$10.9K 0.15% 133
2024
Q2 		$1.7M Sell
15,916
-80
-0.5% -$8.51K 0.17% 104
2024
Q1 		$1.72M Sell
15,996
-925
-5% -$98.8K 0.18% 105
2023
Q4 		$1.82M Sell
16,921
-3,085
-15% -$323K 0.21% 102
2023
Q3 		$2.07M Buy
20,006
+1,252
+7% +$132K 0.27% 89
2023
Q2 		$2.02M Buy
18,754
+1,907
+11% +$208K 0.26% 92
2023
Q1 		$1.86M Buy
16,847
+11,622
+222% +$1.26M 0.27% 97
2022
Q4 		$556K Buy
+5,225
New +$558K 0.09% 159

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

KMG Fiduciary Partners's TIP Position: Q4 2025 in Review

KMG Fiduciary Partners sold out of iShares TIPS Bond ETF (TIP) in Q4 2025, closing a stake of 25,838 shares — an estimated $2.87M sold.

KMG Fiduciary Partners first reported a position in TIP in Q4 2022 and held it in 12 quarters. The position peaked at $2.87M in Q3 2025. 1,005 funds tracked by Wall St. Rank hold TIP as of Q4 2025.

  • KMG Fiduciary Partners reported no remaining iShares TIPS Bond ETF position as of Q4 2025 after selling out during the quarter.
  • KMG Fiduciary Partners sold 25,838 iShares TIPS Bond ETF shares in Q4 2025, an estimated $2.87M.
  • KMG Fiduciary Partners first reported a position in iShares TIPS Bond ETF in Q4 2022 and held it in 12 quarters.
  • KMG Fiduciary Partners's iShares TIPS Bond ETF position peaked at $2.87M in Q3 2025.
  • 1,005 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2025.

Based on KMG Fiduciary Partners's 13F filing for Q4 2025, filed 14 Jan 2026.