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Olympus Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History

Olympus Wealth Management’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 		$461K Sell
4,192
-5,034
-55% -$549K 0.16% 20
2025
Q1 		$1.02M Sell
9,226
-50,609
-85% -$5.5M 0.45% 18
2024
Q4 		$6.38M Sell
59,835
-3,841
-6% -$416K 2.32% 10
2024
Q3 		$7.03M Sell
63,676
-3,717
-6% -$404K 2.42% 10
2024
Q2 		$7.2M Buy
67,393
+33,614
+100% +$3.57M 2.25% 12
2024
Q1 		$3.63M Sell
33,779
-5,199
-13% -$556K 2.15% 10
2023
Q4 		$4.19M Sell
38,978
-3,418
-8% -$357K 2.15% 8
2023
Q3 		$4.4M Buy
42,396
+1,533
+4% +$162K 2.52% 8
2023
Q2 		$4.4M Sell
40,863
-3,084
-7% -$336K 2.37% 8
2023
Q1 		$4.85M Sell
43,947
-77,618
-64% -$8.4M 2.66% 8
2022
Q4 		$12.9M Sell
121,565
-51,272
-30% -$5.48M 6.49% 6
2022
Q3 		$18.1M Buy
172,837
+40,765
+31% +$4.62M 7.82% 6
2022
Q2 		$15M Buy
132,072
+539
+0.4% +$63.9K 8.39% 6
2022
Q1 		$16.4M Buy
131,533
+12,130
+10% +$1.53M 7.93% 7
2021
Q4 		$15.4M Buy
+119,403
New +$15.4M 10.71% 4

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 $58.2B AUM 22.78% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Olympus Wealth Management's TIP Position: Q2 2025 in Review

Olympus Wealth Management reduced its iShares TIPS Bond ETF (TIP) stake by 55% in Q2 2025, selling an estimated $549K and leaving 4,192 shares worth $461K. The position accounts for 0.16% of the portfolio, ranked #20.

Olympus Wealth Management first reported a position in TIP in Q4 2021 and has held it in 15 quarters since. The position peaked at $18.1M in Q3 2022. 976 funds tracked by Wall St. Rank hold TIP as of Q2 2025.

  • Olympus Wealth Management held 4,192 shares of iShares TIPS Bond ETF worth $461K as of Q2 2025.
  • Olympus Wealth Management sold 5,034 iShares TIPS Bond ETF shares in Q2 2025, an estimated $549K.
  • iShares TIPS Bond ETF made up 0.16% of Olympus Wealth Management's portfolio in Q2 2025, its #20 holding.
  • Olympus Wealth Management first reported a position in iShares TIPS Bond ETF in Q4 2021 and has held it in 15 quarters since.
  • Olympus Wealth Management's iShares TIPS Bond ETF position peaked at $18.1M in Q3 2022.
  • 976 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2025.

Based on Olympus Wealth Management's 13F filing for Q2 2025, filed 17 Jul 2025.