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Prosperity Capital Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Prosperity Capital 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
-4,326
Closed -$481K – 449
2025
Q3 		$481K Sell
4,326
-15,919
-79% -$1.76M 0.03% 282
2025
Q2 		$2.23M Sell
20,245
-2,202
-10% -$240K 0.15% 117
2025
Q1 		$2.48M Buy
22,447
+13,179
+142% +$1.43M 0.2% 87
2024
Q4 		$988K Sell
9,268
-954
-9% -$103K 0.08% 157
2024
Q3 		$1.13M Sell
10,222
-539
-5% -$58.6K 0.1% 146
2024
Q2 		$1.15M Sell
10,761
-764
-7% -$81.2K 0.13% 121
2024
Q1 		$1.24M Sell
11,525
-450
-4% -$48.1K 0.15% 119
2023
Q4 		$1.29M Sell
11,975
-4,362
-27% -$456K 0.14% 84
2023
Q3 		$1.69M Sell
16,337
-360
-2% -$38.1K 0.22% 61
2023
Q2 		$1.8M Buy
16,697
+588
+4% +$64K 0.25% 62
2023
Q1 		$1.78M Sell
16,109
-240
-1% -$26K 0.27% 56
2022
Q4 		$1.74M Buy
+16,349
New +$1.75M 0.54% 33

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 22.96% 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

Prosperity Capital Advisors's TIP Position: Q4 2025 in Review

Prosperity Capital Advisors sold out of iShares TIPS Bond ETF (TIP) in Q4 2025, closing a stake of 4,326 shares — an estimated $481K sold.

Prosperity Capital Advisors first reported a position in TIP in Q4 2022 and held it in 12 quarters. The position peaked at $2.48M in Q1 2025. 1,009 funds tracked by Wall St. Rank hold TIP as of Q4 2025.

  • Prosperity Capital Advisors reported no remaining iShares TIPS Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Prosperity Capital Advisors sold 4,326 iShares TIPS Bond ETF shares in Q4 2025, an estimated $481K.
  • Prosperity Capital Advisors first reported a position in iShares TIPS Bond ETF in Q4 2022 and held it in 12 quarters.
  • Prosperity Capital Advisors's iShares TIPS Bond ETF position peaked at $2.48M in Q1 2025.
  • 1,009 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2025.

Based on Prosperity Capital Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.