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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Prosperity Consulting Group's TIP Position: Q3 2025 in Review

Prosperity Consulting Group sold out of iShares TIPS Bond ETF (TIP) in Q3 2025, closing a stake of 3,353 shares — an estimated $369K sold.

Prosperity Consulting Group first reported a position in TIP in Q3 2022 and held it in 7 quarters. The position peaked at $1.84M in Q1 2025. 964 funds tracked by Wall St. Rank hold TIP as of Q3 2025.

Prosperity Consulting Group reported no remaining iShares TIPS Bond ETF position as of Q3 2025 after selling out during the quarter.
Prosperity Consulting Group sold 3,353 iShares TIPS Bond ETF shares in Q3 2025, an estimated $369K.
Prosperity Consulting Group first reported a position in iShares TIPS Bond ETF in Q3 2022 and held it in 7 quarters.
Prosperity Consulting Group's iShares TIPS Bond ETF position peaked at $1.84M in Q1 2025.
964 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2025.

Based on Prosperity Consulting Group's 13F filing for Q3 2025, filed 14 Nov 2025.