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

LifeGuide 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 Q1	–	Sell	-1,881	Closed	-$200K	–	42
2024 Q4	$200K	Buy	+1,881	New	+$204K	0.09%	41
2024 Q2	–	Sell	-6,384	Closed	-$686K	–	42
2024 Q1	$686K	Sell	6,384 -4,334	-40%	-$463K	0.35%	26
2023 Q4	$1.15M	Buy	+10,718	New	+$1.12M	0.61%	19
2022 Q3	–	Sell	-5,643	Closed	-$643K	–	27
2022 Q2	$643K	Sell	5,643 -143,048	-96%	-$17M	0.59%	14
2022 Q1	$18.5M	Sell	148,691 -114,802	-44%	-$14.4M	14.3%	3
2021 Q4	$34M	Buy	+263,493	New	+$34M	25.39%	2

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

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

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

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

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

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

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

LifeGuide Financial Advisors's TIP Position: Q1 2025 in Review

LifeGuide Financial Advisors sold out of iShares TIPS Bond ETF (TIP) in Q1 2025, closing a stake of 1,881 shares — an estimated $200K sold.

LifeGuide Financial Advisors first reported a position in TIP in Q4 2021 and held it in 6 quarters. The position peaked at $34M in Q4 2021. 1,001 funds tracked by Wall St. Rank hold TIP as of Q1 2025.

LifeGuide Financial Advisors reported no remaining iShares TIPS Bond ETF position as of Q1 2025 after selling out during the quarter.
LifeGuide Financial Advisors sold 1,881 iShares TIPS Bond ETF shares in Q1 2025, an estimated $200K.
LifeGuide Financial Advisors first reported a position in iShares TIPS Bond ETF in Q4 2021 and held it in 6 quarters.
LifeGuide Financial Advisors's iShares TIPS Bond ETF position peaked at $34M in Q4 2021.
1,001 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2025.

Based on LifeGuide Financial Advisors's 13F filing for Q1 2025, filed 11 Apr 2025.