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

Pines 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
Q1 		– Sell
-5,413
Closed -$575K – 216
2024
Q4 		$575K Buy
+5,413
New +$586K 0.25% 105

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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
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
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Pines Wealth Management's TIP Position: Q1 2025 in Review

Pines Wealth Management sold out of iShares TIPS Bond ETF (TIP) in Q1 2025, closing a stake of 5,413 shares — an estimated $575K sold.

Pines Wealth Management first reported a position in TIP in Q4 2024 and held it in 1 quarter. The position peaked at $575K in Q4 2024. 1,001 funds tracked by Wall St. Rank hold TIP as of Q1 2025.

  • Pines Wealth Management reported no remaining iShares TIPS Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Pines Wealth Management sold 5,413 iShares TIPS Bond ETF shares in Q1 2025, an estimated $575K.
  • Pines Wealth Management first reported a position in iShares TIPS Bond ETF in Q4 2024 and held it in 1 quarter.
  • Pines Wealth Management's iShares TIPS Bond ETF position peaked at $575K in Q4 2024.
  • 1,001 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2025.

Based on Pines Wealth Management's 13F filing for Q1 2025, filed 11 Apr 2025.