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Pension & Wealth Management Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Pension & Wealth Management 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
Q4 		– Sell
-1,143
Closed -$127K – 600
2025
Q3 		$127K Hold
1,143
– – 0.04% 191
2025
Q2 		$126K Hold
1,143
– – 0.04% 177
2025
Q1 		$127K Hold
1,143
– – 0.05% 170
2024
Q4 		$122K Buy
+1,143
New +$124K 0.05% 176
2023
Q2 		– Sell
-252
Closed -$27.8K – 322
2023
Q1 		$27.8K Buy
+252
New +$27.3K 0.02% 190

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
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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Pension & Wealth Management Advisors's TIP Position: Q4 2025 in Review

Pension & Wealth Management Advisors sold out of iShares TIPS Bond ETF (TIP) in Q4 2025, closing a stake of 1,143 shares — an estimated $127K sold.

Pension & Wealth Management Advisors first reported a position in TIP in Q1 2023 and held it in 5 quarters. The position peaked at $127K in Q3 2025. 1,011 funds tracked by Wall St. Rank hold TIP as of Q4 2025.

  • Pension & Wealth Management Advisors reported no remaining iShares TIPS Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Pension & Wealth Management Advisors sold 1,143 iShares TIPS Bond ETF shares in Q4 2025, an estimated $127K.
  • Pension & Wealth Management Advisors first reported a position in iShares TIPS Bond ETF in Q1 2023 and held it in 5 quarters.
  • Pension & Wealth Management Advisors's iShares TIPS Bond ETF position peaked at $127K in Q3 2025.
  • 1,011 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2025.

Based on Pension & Wealth Management Advisors's 13F filing for Q4 2025, filed 7 Aug 2026.