Nalls Sherbakoff Group’s iShares TIPS Bond ETF TIP Stock Holding History

Nalls Sherbakoff Group’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	$59.9K	Hold	545	–	–	0.04%	184
2025 Q3	$60.6K	Hold	545	–	–	0.04%	190
2025 Q2	$60K	Sell	545 -123	-18%	-$13.4K	0.04%	183
2025 Q1	$74.2K	Buy	+668	New	+$72.6K	0.06%	150
2023 Q4	$71.8K	Sell	668 -43	-6%	-$4.5K	0.06%	139
2023 Q3	$73.8K	Hold	711	–	–	0.07%	132
2023 Q2	$77K	Sell	711 -229	-24%	-$24.9K	0.08%	129
2023 Q1	$103K	Buy	+940	New	+$102K	0.1%	113
2018 Q4	$77K	Buy	+705	New	+$77K	0.12%	96

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

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Nalls Sherbakoff Group's TIP Position: Q4 2025 in Review

Nalls Sherbakoff Group held its iShares TIPS Bond ETF (TIP) position steady in Q4 2025 at 545 shares worth $59.9K. The position accounts for 0.04% of the portfolio, ranked #184.

Nalls Sherbakoff Group first reported a position in TIP in Q4 2018 and has held it in 9 quarters since. The position peaked at $103K in Q1 2023. 1,007 funds tracked by Wall St. Rank hold TIP as of Q4 2025.

Nalls Sherbakoff Group held 545 shares of iShares TIPS Bond ETF worth $59.9K as of Q4 2025.
Nalls Sherbakoff Group left its iShares TIPS Bond ETF share count unchanged in Q4 2025.
iShares TIPS Bond ETF made up 0.04% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #184 holding.
Nalls Sherbakoff Group first reported a position in iShares TIPS Bond ETF in Q4 2018 and has held it in 9 quarters since.
Nalls Sherbakoff Group's iShares TIPS Bond ETF position peaked at $103K in Q1 2023.
1,007 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.