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Orcam Financial Group’s iShares TIPS Bond ETF TIP Stock Holding History

Orcam Financial 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 		– Sell
-2,563
Closed -$285K – 59
2025
Q3 		$285K Buy
2,563
+7
+0.3% +$773 0.23% 44
2025
Q2 		$281K Buy
2,556
+11
+0.4% +$1.2K 0.24% 38
2025
Q1 		$283K Buy
2,545
+185
+8% +$20.1K 0.26% 39
2024
Q4 		$251K Buy
2,360
+4
+0.2% +$433 0.24% 38
2024
Q3 		$260K Buy
2,356
+4
+0.2% +$435 0.25% 39
2024
Q2 		$251K Buy
2,352
+10
+0.4% +$1.06K 0.27% 35
2024
Q1 		$252K Hold
2,342
– – 0.28% 35
2023
Q4 		$252K Sell
2,342
-26
-1% -$2.72K 0.31% 32
2023
Q3 		$246K Buy
2,368
+40
+2% +$4.23K 0.33% 30
2023
Q2 		$251K Buy
2,328
+7
+0.3% +$762 0.35% 30
2023
Q1 		$256K Buy
+2,321
New +$251K 0.36% 29
2022
Q1 		– Sell
-1,600
Closed -$207K – 37
2021
Q4 		$207K Buy
+1,600
New +$206K 0.28% 35

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

Orcam Financial Group's TIP Position: Q4 2025 in Review

Orcam Financial Group sold out of iShares TIPS Bond ETF (TIP) in Q4 2025, closing a stake of 2,563 shares — an estimated $285K sold.

Orcam Financial Group first reported a position in TIP in Q4 2021 and held it in 12 quarters. The position peaked at $285K in Q3 2025. 1,005 funds tracked by Wall St. Rank hold TIP as of Q4 2025.

  • Orcam Financial Group reported no remaining iShares TIPS Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Orcam Financial Group sold 2,563 iShares TIPS Bond ETF shares in Q4 2025, an estimated $285K.
  • Orcam Financial Group first reported a position in iShares TIPS Bond ETF in Q4 2021 and held it in 12 quarters.
  • Orcam Financial Group's iShares TIPS Bond ETF position peaked at $285K in Q3 2025.
  • 1,005 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2025.

Based on Orcam Financial Group's 13F filing for Q4 2025, filed 6 Feb 2026.