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Regimen Wealth’s iShares TIPS Bond ETF TIP Stock Holding History

Regimen Wealth’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
Q2 		– Sell
-3,755
Closed -$417K – 77
2025
Q1 		$417K Buy
+3,755
New +$408K 0.13% 45
2024
Q4 		– Sell
-2,968
Closed -$328K – 69
2024
Q3 		$328K Buy
+2,968
New +$322K 0.11% 49
2023
Q4 		– Sell
-3,043
Closed -$316K – 68
2023
Q3 		$316K Buy
+3,043
New +$322K 0.13% 45
2023
Q1 		– Sell
-1,926
Closed -$204K – 73
2022
Q4 		$204K Buy
+1,926
New +$206K 0.14% 55

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
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Regimen Wealth's TIP Position: Q2 2025 in Review

Regimen Wealth sold out of iShares TIPS Bond ETF (TIP) in Q2 2025, closing a stake of 3,755 shares — an estimated $417K sold.

Regimen Wealth first reported a position in TIP in Q4 2022 and held it in 4 quarters. The position peaked at $417K in Q1 2025. 978 funds tracked by Wall St. Rank hold TIP as of Q2 2025.

  • Regimen Wealth reported no remaining iShares TIPS Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Regimen Wealth sold 3,755 iShares TIPS Bond ETF shares in Q2 2025, an estimated $417K.
  • Regimen Wealth first reported a position in iShares TIPS Bond ETF in Q4 2022 and held it in 4 quarters.
  • Regimen Wealth's iShares TIPS Bond ETF position peaked at $417K in Q1 2025.
  • 978 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2025.

Based on Regimen Wealth's 13F filing for Q2 2025, filed 6 Aug 2025.