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ORG Partners’s iShares TIPS Bond ETF TIP Stock Holding History

ORG Partners’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 		$224K Sell
2,032
-171
-8% -$19K 0.04% 316
2025
Q3 		$247K Sell
2,203
-30
-1% -$3.31K 0.04% 305
2025
Q2 		$246K Sell
2,233
-32
-1% -$3.49K 0.05% 279
2025
Q1 		$252K Sell
2,265
-432
-16% -$46.9K 0.06% 238
2024
Q4 		$289K Sell
2,697
-71
-3% -$7.69K 0.04% 263
2024
Q3 		$307K Sell
2,768
-417
-13% -$45.3K 0.05% 228
2024
Q2 		$340K Buy
+3,185
New +$339K 0.04% 307
2024
Q1 		– Sell
-1,431
Closed -$156K – 1044
2023
Q4 		$156K Sell
1,431
-102
-7% -$10.7K 0.03% 331
2023
Q3 		$160K Sell
1,533
-6,126
-80% -$648K 0.05% 320
2023
Q2 		$823K Buy
+7,659
New +$834K 0.13% 148

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

ORG Partners's TIP Position: Q4 2025 in Review

ORG Partners reduced its iShares TIPS Bond ETF (TIP) stake by 7.8% in Q4 2025, selling an estimated $19K and leaving 2,032 shares worth $224K. The position accounts for 0.04% of the portfolio, ranked #316.

ORG Partners first reported a position in TIP in Q2 2023 and has held it in 10 quarters since. The position peaked at $823K in Q2 2023. 1,005 funds tracked by Wall St. Rank hold TIP as of Q4 2025.

  • ORG Partners held 2,032 shares of iShares TIPS Bond ETF worth $224K as of Q4 2025.
  • ORG Partners sold 171 iShares TIPS Bond ETF shares in Q4 2025, an estimated $19K.
  • iShares TIPS Bond ETF made up 0.04% of ORG Partners's portfolio in Q4 2025, its #316 holding.
  • ORG Partners first reported a position in iShares TIPS Bond ETF in Q2 2023 and has held it in 10 quarters since.
  • ORG Partners's iShares TIPS Bond ETF position peaked at $823K in Q2 2023.
  • 1,005 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.