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Optimum Investment Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Optimum Investment Advisors’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 		$298K Buy
2,678
+316
+13% +$34.9K 0.12% 151
2025
Q2 		$260K Buy
2,362
+53
+2% +$5.78K 0.11% 154
2025
Q1 		$257K Buy
2,309
+196
+9% +$21.3K 0.12% 148
2024
Q4 		$225K Sell
2,113
-391
-16% -$42.3K 0.1% 161
2024
Q3 		$277K Buy
2,504
+26
+1% +$2.83K 0.12% 160
2024
Q2 		$265K Buy
2,478
+215
+10% +$22.9K 0.12% 160
2024
Q1 		$243K Buy
2,263
+299
+15% +$31.9K 0.11% 169
2023
Q4 		$211K Sell
1,964
-1,094
-36% -$114K 0.11% 175
2023
Q3 		$317K Sell
3,058
-193
-6% -$20.4K 0.16% 138
2023
Q2 		$350K Sell
3,251
-284
-8% -$30.9K 0.17% 131
2023
Q1 		$390K Sell
3,535
-6
-0.2% -$649 0.2% 117
2022
Q4 		$377K Sell
3,541
-295
-8% -$31.5K 0.2% 118
2022
Q3 		$402K Sell
3,836
-102
-3% -$11.6K 0.22% 106
2022
Q2 		$449K Buy
3,938
+150
+4% +$17.8K 0.22% 101
2022
Q1 		$472K Buy
3,788
+953
+34% +$120K 0.2% 112
2021
Q4 		$366K Sell
2,835
-42
-1% -$5.42K 0.14% 145
2021
Q3 		$367K Buy
2,877
+123
+4% +$15.9K 0.15% 141
2021
Q2 		$353K Sell
2,754
-271
-9% -$34.4K 0.11% 181
2021
Q1 		$380K Buy
3,025
+1,084
+56% +$137K 0.11% 183
2020
Q4 		$248K Sell
1,941
-473
-20% -$59.7K 0.08% 221
2020
Q3 		$305K Sell
2,414
-194
-7% -$24.4K 0.1% 175
2020
Q2 		$321K Sell
2,608
-91
-3% -$11.1K 0.11% 170
2020
Q1 		$318K Sell
2,699
-321
-11% -$37.8K 0.13% 163
2019
Q4 		$352K Buy
3,020
+11
+0.4% +$1.28K 0.1% 194
2019
Q3 		$350K Buy
3,009
+4
+0.1% +$464 0.11% 190
2019
Q2 		$347K Buy
3,005
+4
+0.1% +$455 0.11% 189
2019
Q1 		$339K Sell
3,001
-98
-3% -$10.9K 0.11% 194
2018
Q4 		$339K Sell
3,099
-6
-0.2% -$655 0.12% 179
2018
Q3 		$343K Buy
3,105
+2
+0.1% +$223 0.09% 206
2018
Q2 		$350K Buy
3,103
+6
+0.2% +$673 0.1% 204
2018
Q1 		$350K Buy
3,097
+205
+7% +$23.1K 0.1% 199
2017
Q4 		$330K Buy
2,892
+6
+0.2% +$682 0.11% 218
2017
Q3 		$328K Buy
2,886
+8
+0.3% +$911 0.11% 210
2017
Q2 		$326K Buy
2,878
+6
+0.2% +$686 0.11% 205
2017
Q1 		$329K Buy
2,872
+87
+3% +$9.91K 0.12% 207
2016
Q4 		$315K Buy
2,785
+5
+0.2% +$571 0.12% 209
2016
Q3 		$324K Sell
2,780
-1,370
-33% -$159K 0.12% 207
2016
Q2 		$484K Buy
4,150
+34
+0.8% +$3.9K 0.19% 152
2016
Q1 		$472K Sell
4,116
-600
-13% -$67K 0.19% 150
2015
Q4 		$517K Sell
4,716
-181
-4% -$20K 0.2% 142
2015
Q3 		$542K Buy
+4,897
New +$546K 0.22% 135
2015
Q1 		$689K Sell
6,063
-800
-12% -$90.7K 0.22% 123
2014
Q4 		$769K Hold
6,863
– – 0.25% 108
2014
Q3 		$773K Sell
6,863
-199
-3% -$22.8K 0.26% 109
2014
Q2 		$815K Buy
7,062
+4,117
+140% +$469K 0.26% 107
2014
Q1 		$330K Buy
2,945
+150
+5% +$16.8K 0.12% 169
2013
Q4 		$307K Sell
2,795
-90
-3% -$10K 0.12% 172
2013
Q3 		$325K Buy
+2,885
New +$322K 0.13% 162

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

Optimum Investment Advisors's TIP Position: Q3 2025 in Review

Optimum Investment Advisors increased its iShares TIPS Bond ETF (TIP) stake by 13% in Q3 2025, buying an estimated $34.9K and bringing the position to 2,678 shares worth $298K. The position accounts for 0.12% of the portfolio, ranked #151.

Optimum Investment Advisors first reported a position in TIP in Q3 2013 and has held it in 48 quarters since. The position peaked at $815K in Q2 2014. 961 funds tracked by Wall St. Rank hold TIP as of Q3 2025.

  • Optimum Investment Advisors held 2,678 shares of iShares TIPS Bond ETF worth $298K as of Q3 2025.
  • Optimum Investment Advisors bought 316 iShares TIPS Bond ETF shares in Q3 2025, an estimated $34.9K.
  • iShares TIPS Bond ETF made up 0.12% of Optimum Investment Advisors's portfolio in Q3 2025, its #151 holding.
  • Optimum Investment Advisors first reported a position in iShares TIPS Bond ETF in Q3 2013 and has held it in 48 quarters since.
  • Optimum Investment Advisors's iShares TIPS Bond ETF position peaked at $815K in Q2 2014.
  • 961 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.