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Marshall Financial Group (Pennsylvania)’s iShares TIPS Bond ETF TIP Stock Holding History

Marshall Financial Group (Pennsylvania)’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 		$1.52M Buy
13,627
+1,386
+11% +$153K 0.42% 29
2025
Q2 		$1.35M Buy
12,241
+429
+4% +$46.8K 0.4% 29
2025
Q1 		$1.31M Buy
11,812
+1,388
+13% +$151K 0.41% 29
2024
Q4 		$1.11M Buy
10,424
+641
+7% +$69.4K 0.34% 31
2024
Q3 		$1.08M Buy
9,783
+58
+0.6% +$6.3K 0.33% 30
2024
Q2 		$1.04M Buy
9,725
+2,795
+40% +$297K 0.34% 30
2024
Q1 		$744K Buy
6,930
+401
+6% +$42.8K 0.25% 34
2023
Q4 		$702K Buy
+6,529
New +$683K 0.25% 32

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
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Marshall Financial Group (Pennsylvania)'s TIP Position: Q3 2025 in Review

Marshall Financial Group (Pennsylvania) increased its iShares TIPS Bond ETF (TIP) stake by 11% in Q3 2025, buying an estimated $153K and bringing the position to 13,627 shares worth $1.52M. The position accounts for 0.42% of the portfolio, ranked #29.

Marshall Financial Group (Pennsylvania) first reported a position in TIP in Q4 2023 and has held it in 8 quarters since. 960 funds tracked by Wall St. Rank hold TIP as of Q3 2025.

  • Marshall Financial Group (Pennsylvania) held 13,627 shares of iShares TIPS Bond ETF worth $1.52M as of Q3 2025.
  • Marshall Financial Group (Pennsylvania) bought 1,386 iShares TIPS Bond ETF shares in Q3 2025, an estimated $153K.
  • iShares TIPS Bond ETF made up 0.42% of Marshall Financial Group (Pennsylvania)'s portfolio in Q3 2025, its #29 holding.
  • Marshall Financial Group (Pennsylvania) first reported a position in iShares TIPS Bond ETF in Q4 2023 and has held it in 8 quarters since.
  • 960 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2025.

Based on Marshall Financial Group (Pennsylvania)'s 13F filing for Q3 2025, filed 4 Nov 2025.