Lake Hills Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History

Lake Hills Wealth 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 Q2	–	Sell	-1,900	Closed	-$211K	–	64
2025 Q1	$211K	Sell	1,900 -30,616	-94%	-$3.33M	0.15%	41
2024 Q4	$3.46M	Sell	32,516 -6,414	-16%	-$694K	2.37%	15
2024 Q3	$4.3M	Sell	38,930 -371	-0.9%	-$40.3K	2.88%	12
2024 Q2	$4.2M	Buy	39,301 +6,140	+19%	+$653K	3.01%	13
2024 Q1	$3.56M	Buy	33,161 +4,573	+16%	+$489K	3.2%	10
2023 Q4	$3.07M	Buy	28,588 +15,099	+112%	+$1.58M	3.07%	13
2023 Q3	$1.4M	Sell	13,489 -56	-0.4%	-$5.93K	1.42%	19
2023 Q2	$1.46M	Buy	+13,545	New	+$1.47M	1.59%	21
2023 Q1	–	Sell	-8,230	Closed	-$876K	–	39
2022 Q4	$876K	Buy	+8,230	New	+$879K	0.87%	30

Other funds holding TIP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Lake Hills Wealth Management's TIP Position: Q2 2025 in Review

Lake Hills Wealth Management sold out of iShares TIPS Bond ETF (TIP) in Q2 2025, closing a stake of 1,900 shares — an estimated $211K sold.

Lake Hills Wealth Management first reported a position in TIP in Q4 2022 and held it in 9 quarters. The position peaked at $4.3M in Q3 2024. 975 funds tracked by Wall St. Rank hold TIP as of Q2 2025.

Lake Hills Wealth Management reported no remaining iShares TIPS Bond ETF position as of Q2 2025 after selling out during the quarter.
Lake Hills Wealth Management sold 1,900 iShares TIPS Bond ETF shares in Q2 2025, an estimated $211K.
Lake Hills Wealth Management first reported a position in iShares TIPS Bond ETF in Q4 2022 and held it in 9 quarters.
Lake Hills Wealth Management's iShares TIPS Bond ETF position peaked at $4.3M in Q3 2024.
975 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2025.

Based on Lake Hills Wealth Management's 13F filing for Q2 2025, filed 9 Jul 2025.