Register Financial Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-565	Closed	-$62.2K	–	353
2025 Q2	$62.2K	Hold	565	–	–	0.03%	257
2025 Q1	$62.8K	Hold	565	–	–	0.03%	232
2024 Q4	$60.2K	Hold	565	–	–	0.03%	227
2024 Q3	$62.4K	Hold	565	–	–	0.03%	225
2024 Q2	$60.3K	Sell	565 -23	-4%	-$2.44K	0.03%	325
2024 Q1	$63.2K	Sell	588 -132	-18%	-$14.1K	0.03%	318
2023 Q4	$77.4K	Buy	720 +682	+1,795%	+$71.3K	0.05%	197
2023 Q3	$3.97K	Hold	38	–	–	﹤0.01%	475
2023 Q2	$4.08K	Hold	38	–	–	﹤0.01%	467
2023 Q1	$4.14K	Hold	38	–	–	﹤0.01%	462
2022 Q4	$3.99K	Buy	+38	New	+$4.06K	﹤0.01%	695

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

Register Financial Advisors's TIP Position: Q3 2025 in Review

Register Financial Advisors sold out of iShares TIPS Bond ETF (TIP) in Q3 2025, closing a stake of 565 shares — an estimated $62.2K sold.

Register Financial Advisors first reported a position in TIP in Q4 2022 and held it in 11 quarters. The position peaked at $77.4K in Q4 2023. 964 funds tracked by Wall St. Rank hold TIP as of Q3 2025.

Register Financial Advisors reported no remaining iShares TIPS Bond ETF position as of Q3 2025 after selling out during the quarter.
Register Financial Advisors sold 565 iShares TIPS Bond ETF shares in Q3 2025, an estimated $62.2K.
Register Financial Advisors first reported a position in iShares TIPS Bond ETF in Q4 2022 and held it in 11 quarters.
Register Financial Advisors's iShares TIPS Bond ETF position peaked at $77.4K in Q4 2023.
964 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2025.

Based on Register Financial Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.