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LGT Financial Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

LGT Financial 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
Q4 		– Sell
-55
Closed -$6.09K – 367
2025
Q3 		$6.09K Buy
55
+1
+2% +$110 0.01% 287
2025
Q2 		$5.97K Hold
54
– – 0.02% 272
2025
Q1 		$5.94K Sell
54
-100
-65% -$10.9K 0.02% 207
2024
Q4 		$16.4K Buy
154
+1
+0.7% +$108 0.04% 347
2024
Q3 		$16.9K Buy
153
+1
+0.7% +$109 0.04% 314
2024
Q2 		$16.2K Buy
152
+2
+1% +$213 0.03% 359
2024
Q1 		$16.1K Sell
150
-45
-23% -$4.81K 0.02% 403
2023
Q4 		$20.9K Buy
195
+2
+1% +$209 0.03% 344
2023
Q3 		$20K Buy
193
+2
+1% +$212 0.03% 339
2023
Q2 		$20.6K Buy
+191
New +$20.8K 0.02% 186
2023
Q1 		– Sell
-146
Closed -$15.5K – 188
2022
Q4 		$15.5K Buy
+146
New +$15.6K 0.02% 157

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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

LGT Financial Advisors's TIP Position: Q4 2025 in Review

LGT Financial Advisors sold out of iShares TIPS Bond ETF (TIP) in Q4 2025, closing a stake of 55 shares — an estimated $6.09K sold.

LGT Financial Advisors first reported a position in TIP in Q4 2022 and held it in 11 quarters. The position peaked at $20.9K in Q4 2023. 1,011 funds tracked by Wall St. Rank hold TIP as of Q4 2025.

  • LGT Financial Advisors reported no remaining iShares TIPS Bond ETF position as of Q4 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 55 iShares TIPS Bond ETF shares in Q4 2025, an estimated $6.09K.
  • LGT Financial Advisors first reported a position in iShares TIPS Bond ETF in Q4 2022 and held it in 11 quarters.
  • LGT Financial Advisors's iShares TIPS Bond ETF position peaked at $20.9K in Q4 2023.
  • 1,011 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2025.

Based on LGT Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.