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

ProVise 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
-2,362
Closed -$263K – 266
2025
Q3 		$263K Hold
2,362
– – 0.02% 229
2025
Q2 		$260K Sell
2,362
-24
-1% -$2.62K 0.02% 231
2025
Q1 		$265K Sell
2,386
-431
-15% -$46.8K 0.02% 216
2024
Q4 		$300K Sell
2,817
-150
-5% -$16.2K 0.03% 208
2024
Q3 		$328K Sell
2,967
-1,254
-30% -$136K 0.03% 237
2024
Q2 		$451K Sell
4,221
-1,486
-26% -$158K 0.04% 192
2024
Q1 		$613K Sell
5,707
-2,088
-27% -$223K 0.05% 174
2023
Q4 		$838K Sell
7,795
-6,824
-47% -$714K 0.07% 185
2023
Q3 		$1.52M Sell
14,619
-6,091
-29% -$645K 0.14% 134
2023
Q2 		$2.23M Sell
20,710
-1,543
-7% -$168K 0.2% 114
2023
Q1 		$2.45M Sell
22,253
-1,857
-8% -$201K 0.23% 104
2022
Q4 		$2.57M Sell
24,110
-75,815
-76% -$8.1M 0.26% 98
2022
Q3 		$10.5M Sell
99,925
-18,405
-16% -$2.08M 1.17% 21
2022
Q2 		$13.5M Buy
118,330
+13,215
+13% +$1.57M 1.44% 16
2022
Q1 		$13.1M Buy
105,115
+69,316
+194% +$8.72M 1.24% 16
2021
Q4 		$4.63M Buy
35,799
+29,480
+467% +$3.8M 0.42% 66
2021
Q3 		$807K Buy
6,319
+3,605
+133% +$465K 0.08% 191
2021
Q2 		$347K Buy
+2,714
New +$345K 0.04% 264
2013
Q3 		– Sell
-2,063
Closed -$231K – 335
2013
Q2 		$231K Buy
+2,063
New +$244K 0.07% 280

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

ProVise Management Group's TIP Position: Q4 2025 in Review

ProVise Management Group sold out of iShares TIPS Bond ETF (TIP) in Q4 2025, closing a stake of 2,362 shares — an estimated $263K sold.

ProVise Management Group first reported a position in TIP in Q2 2013 and held it in 19 quarters. The position peaked at $13.5M in Q2 2022. 1,009 funds tracked by Wall St. Rank hold TIP as of Q4 2025.

  • ProVise Management Group reported no remaining iShares TIPS Bond ETF position as of Q4 2025 after selling out during the quarter.
  • ProVise Management Group sold 2,362 iShares TIPS Bond ETF shares in Q4 2025, an estimated $263K.
  • ProVise Management Group first reported a position in iShares TIPS Bond ETF in Q2 2013 and held it in 19 quarters.
  • ProVise Management Group's iShares TIPS Bond ETF position peaked at $13.5M in Q2 2022.
  • 1,009 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2025.

Based on ProVise Management Group's 13F filing for Q4 2025, filed 29 Jan 2026.