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

Palumbo 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 		– Sell
-4,193
Closed -$466K – 207
2025
Q1 		$466K Sell
4,193
-563
-12% -$61.2K 0.16% 99
2024
Q4 		$507K Sell
4,756
-50,220
-91% -$5.44M 0.19% 83
2024
Q3 		$6.07M Sell
54,976
-2,044
-4% -$222K 2.36% 9
2024
Q2 		$6.09M Sell
57,020
-1,972
-3% -$210K 2.57% 9
2024
Q1 		$6.34M Sell
58,992
-3,629
-6% -$388K 2.84% 8
2023
Q4 		$6.73M Sell
62,621
-4,970
-7% -$520K 3.44% 7
2023
Q3 		$7.01M Buy
67,591
+481
+0.7% +$50.9K 3.86% 7
2023
Q2 		$7.22M Buy
67,110
+2,771
+4% +$302K 4.42% 8
2023
Q1 		$7.09M Buy
64,339
+963
+2% +$104K 4.72% 8
2022
Q4 		$6.75M Sell
63,376
-9,987
-14% -$1.07M 5.36% 6
2022
Q3 		$7.7M Buy
73,363
+1,197
+2% +$136K 6.51% 4
2022
Q2 		$8.22M Sell
72,166
-3,364
-4% -$399K 6.53% 4
2022
Q1 		$9.41M Buy
75,530
+3,186
+4% +$401K 6.05% 2
2021
Q4 		$9.35M Buy
72,344
+2,402
+3% +$310K 5.85% 4
2021
Q3 		$8.93M Sell
69,942
-6,795
-9% -$876K 5.89% 6
2021
Q2 		$9.82M Buy
76,737
+7,054
+10% +$896K 6.59% 4
2021
Q1 		$8.74M Buy
+69,683
New +$8.82M 6.59% 4

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $139B AUM 29.06% 1-Year Est. Return

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

Palumbo Wealth Management sold out of iShares TIPS Bond ETF (TIP) in Q2 2025, closing a stake of 4,193 shares — an estimated $466K sold.

Palumbo Wealth Management first reported a position in TIP in Q1 2021 and held it in 17 quarters. The position peaked at $9.82M in Q2 2021. 978 funds tracked by Wall St. Rank hold TIP as of Q2 2025.

  • Palumbo Wealth Management reported no remaining iShares TIPS Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Palumbo Wealth Management sold 4,193 iShares TIPS Bond ETF shares in Q2 2025, an estimated $466K.
  • Palumbo Wealth Management first reported a position in iShares TIPS Bond ETF in Q1 2021 and held it in 17 quarters.
  • Palumbo Wealth Management's iShares TIPS Bond ETF position peaked at $9.82M in Q2 2021.
  • 978 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2025.

Based on Palumbo Wealth Management's 13F filing for Q2 2025, filed 15 Jul 2025.