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NWF Advisory Services’s iShares TIPS Bond ETF TIP Stock Holding History

NWF Advisory Services’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
Q2 		– Sell
-2,820
Closed -$313K – 440
2025
Q1 		$313K Buy
2,820
+50
+2% +$5.43K 0.04% 241
2024
Q4 		$295K Sell
2,770
-7
-0.3% -$758 0.04% 200
2024
Q3 		$307K Hold
2,777
– – 0.04% 239
2024
Q2 		$297K Sell
2,777
-1,445
-34% -$154K 0.05% 221
2024
Q1 		$453K Sell
4,222
-8,087
-66% -$864K 0.08% 170
2023
Q4 		$1.32M Sell
12,309
-9,154
-43% -$957K 0.26% 74
2023
Q3 		$2.23M Sell
21,463
-8,160
-28% -$864K 0.52% 39
2023
Q2 		$3.19M Hold
29,623
– – 0.74% 34
2023
Q1 		$3.19M Buy
+29,623
New +$3.21M 0.74% 34

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
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

NWF Advisory Services's TIP Position: Q2 2025 in Review

NWF Advisory Services sold out of iShares TIPS Bond ETF (TIP) in Q2 2025, closing a stake of 2,820 shares — an estimated $313K sold.

NWF Advisory Services first reported a position in TIP in Q1 2023 and held it in 9 quarters. The position peaked at $3.19M in Q2 2023. 975 funds tracked by Wall St. Rank hold TIP as of Q2 2025.

  • NWF Advisory Services reported no remaining iShares TIPS Bond ETF position as of Q2 2025 after selling out during the quarter.
  • NWF Advisory Services sold 2,820 iShares TIPS Bond ETF shares in Q2 2025, an estimated $313K.
  • NWF Advisory Services first reported a position in iShares TIPS Bond ETF in Q1 2023 and held it in 9 quarters.
  • NWF Advisory Services's iShares TIPS Bond ETF position peaked at $3.19M in Q2 2023.
  • 975 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2025.

Based on NWF Advisory Services's 13F filing for Q2 2025, filed 9 Sep 2025.