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Ransom Advisory’s iShares TIPS Bond ETF TIP Stock Holding History

Ransom Advisory’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 		$60.9K Buy
+555
New +$61.6K 0.02% 199
2025
Q1 		– Sell
-536
Closed -$57.1K – 410
2024
Q4 		$57.1K Buy
536
+3
+0.6% +$325 0.03% 202
2024
Q3 		$58.9K Buy
533
+3
+0.6% +$326 0.03% 201
2024
Q2 		$56.6K Buy
530
+8
+2% +$851 0.03% 196
2024
Q1 		$56.1K Buy
+522
New +$55.8K 0.03% 183

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

Ransom Advisory's TIP Position: Q4 2025 in Review

Ransom Advisory opened a new position in iShares TIPS Bond ETF (TIP) in Q4 2025: 555 shares worth $60.9K. The stake represents 0.02% of the portfolio and ranks #199 among its holdings. This is a return to the name: Ransom Advisory previously reported a position in TIP as recently as Q4 2024.

Ransom Advisory first reported a position in TIP in Q1 2024 and has held it in 5 quarters since. 1,007 funds tracked by Wall St. Rank hold TIP as of Q4 2025.

  • Ransom Advisory held 555 shares of iShares TIPS Bond ETF worth $60.9K as of Q4 2025.
  • iShares TIPS Bond ETF was a new Ransom Advisory position in Q4 2025.
  • iShares TIPS Bond ETF made up 0.02% of Ransom Advisory's portfolio in Q4 2025, its #199 holding.
  • Ransom Advisory first reported a position in iShares TIPS Bond ETF in Q1 2024 and has held it in 5 quarters since.
  • 1,007 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2025.

Based on Ransom Advisory's 13F filing for Q4 2025, filed 6 Jan 2026.