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My Personal CFO LLC’s iShares TIPS Bond ETF TIP Stock Holding History

My Personal CFO LLC’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
-10,646
Closed -$1.18M – 152
2025
Q3 		$1.18M Buy
+10,646
New +$1.18M 0.46% 40
2023
Q1 		– Sell
-97
Closed -$10.3K – 742
2022
Q4 		$10.3K Buy
+97
New +$10.4K 0.01% 258

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

My Personal CFO LLC's TIP Position: Q4 2025 in Review

My Personal CFO LLC sold out of iShares TIPS Bond ETF (TIP) in Q4 2025, closing a stake of 10,646 shares — an estimated $1.18M sold.

My Personal CFO LLC first reported a position in TIP in Q4 2022 and held it in 2 quarters. The position peaked at $1.18M in Q3 2025. 1,007 funds tracked by Wall St. Rank hold TIP as of Q4 2025.

  • My Personal CFO LLC reported no remaining iShares TIPS Bond ETF position as of Q4 2025 after selling out during the quarter.
  • My Personal CFO LLC sold 10,646 iShares TIPS Bond ETF shares in Q4 2025, an estimated $1.18M.
  • My Personal CFO LLC first reported a position in iShares TIPS Bond ETF in Q4 2022 and held it in 2 quarters.
  • My Personal CFO LLC's iShares TIPS Bond ETF position peaked at $1.18M in Q3 2025.
  • 1,007 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2025.

Based on My Personal CFO LLC's 13F filing for Q4 2025, filed 15 Jan 2026.