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

Private Wealth Management Group’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
-50
Closed -$5.56K – 1539
2025
Q3 		$5.56K Buy
+50
New +$5.52K ﹤0.01% 751

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 $105B AUM 38.07% 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 $58.2B AUM 22.78% 1-Year Est. Return

Private Wealth Management Group's TIP Position: Q4 2025 in Review

Private Wealth Management Group sold out of iShares TIPS Bond ETF (TIP) in Q4 2025, closing a stake of 50 shares — an estimated $5.56K sold.

Private Wealth Management Group first reported a position in TIP in Q3 2025 and held it in 1 quarter. The position peaked at $5.56K in Q3 2025. 1,007 funds tracked by Wall St. Rank hold TIP as of Q4 2025.

  • Private Wealth Management Group reported no remaining iShares TIPS Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Private Wealth Management Group sold 50 iShares TIPS Bond ETF shares in Q4 2025, an estimated $5.56K.
  • Private Wealth Management Group first reported a position in iShares TIPS Bond ETF in Q3 2025 and held it in 1 quarter.
  • Private Wealth Management Group's iShares TIPS Bond ETF position peaked at $5.56K in Q3 2025.
  • 1,007 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2025.

Based on Private Wealth Management Group's 13F filing for Q4 2025, filed 23 Jan 2026.