PCG
TIP icon

Prosperity Consulting Group’s iShares TIPS Bond ETF TIP Stock Holding History

Prosperity Consulting 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
Q3 		– Sell
-3,353
Closed -$369K – 515
2025
Q2 		$369K Sell
3,353
-13,238
-80% -$1.44M 0.03% 345
2025
Q1 		$1.84M Buy
16,591
+6,973
+72% +$757K 0.14% 153
2024
Q4 		$1.02M Sell
9,618
-6,539
-40% -$708K 0.08% 222
2024
Q3 		$1.78M Buy
16,157
+5,508
+52% +$598K 0.14% 167
2024
Q2 		$1.14M Sell
10,649
-5,494
-34% -$584K 0.15% 124
2024
Q1 		$1.73M Buy
+16,143
New +$1.72M 0.22% 111
2022
Q4 		– Sell
-2,807
Closed -$294K – 104
2022
Q3 		$294K Buy
+2,807
New +$318K 0.24% 75

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 $5.7T 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 $564B AUM 30.12% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return