PCA Investment Advisory Services’s iShares TIPS Bond ETF TIP Stock Holding History

PCA Investment Advisory Services’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 Q1	–	Sell	-2,776	Closed	-$296K	–	130
2024 Q4	$296K	Sell	2,776 -68	-2%	-$7.36K	0.14%	100
2024 Q3	$314K	Hold	2,844	–	–	0.15%	91
2024 Q2	$304K	Sell	2,844 -51	-2%	-$5.42K	0.16%	88
2024 Q1	$311K	Sell	2,895 -491	-15%	-$52.5K	0.17%	85
2023 Q4	$364K	Sell	3,386 -718	-17%	-$75.1K	0.24%	63
2023 Q3	$426K	Sell	4,104 -1,292	-24%	-$137K	0.3%	55
2023 Q2	$581K	Sell	5,396 -695	-11%	-$75.7K	0.35%	45
2023 Q1	$672K	Buy	+6,091	New	+$659K	0.48%	40

Other funds holding TIP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

PCA Investment Advisory Services's TIP Position: Q1 2025 in Review

PCA Investment Advisory Services sold out of iShares TIPS Bond ETF (TIP) in Q1 2025, closing a stake of 2,776 shares — an estimated $296K sold.

PCA Investment Advisory Services first reported a position in TIP in Q1 2023 and held it in 8 quarters. The position peaked at $672K in Q1 2023. 1,001 funds tracked by Wall St. Rank hold TIP as of Q1 2025.

PCA Investment Advisory Services reported no remaining iShares TIPS Bond ETF position as of Q1 2025 after selling out during the quarter.
PCA Investment Advisory Services sold 2,776 iShares TIPS Bond ETF shares in Q1 2025, an estimated $296K.
PCA Investment Advisory Services first reported a position in iShares TIPS Bond ETF in Q1 2023 and held it in 8 quarters.
PCA Investment Advisory Services's iShares TIPS Bond ETF position peaked at $672K in Q1 2023.
1,001 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2025.

Based on PCA Investment Advisory Services's 13F filing for Q1 2025, filed 5 May 2025.