Rise Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Rise Advisors’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	-234	Closed	-$26.1K	–	1298
2025 Q3	$26.1K	Buy	234 +1	+0.4%	+$110	0.01%	438
2025 Q2	$25.7K	Sell	233 -87	-27%	-$9.49K	0.01%	408
2025 Q1	$35.6K	Hold	320	–	–	0.02%	289
2024 Q4	$34.1K	Buy	320 +1	+0.3%	+$108	0.02%	338
2024 Q3	$35.3K	Buy	319 +1	+0.3%	+$109	0.02%	336
2024 Q2	$34K	Buy	318 +3	+1%	+$319	0.02%	324
2024 Q1	$33.8K	Sell	315 -115	-27%	-$12.3K	0.02%	330
2023 Q4	$46.2K	Sell	430 -488	-53%	-$51K	0.03%	166
2023 Q3	$95.2K	Sell	918 -187	-17%	-$19.8K	0.08%	93
2023 Q2	$119K	Sell	1,105 -620	-36%	-$67.5K	0.09%	92
2023 Q1	$190K	Sell	1,725 -85	-5%	-$9.2K	0.14%	68
2022 Q4	$193K	Buy	1,810 +7	+0.4%	+$748	0.15%	65
2022 Q3	$189K	Buy	1,803 +44	+3%	+$4.98K	0.16%	63
2022 Q2	$200K	Buy	1,759 +8	+0.5%	+$949	0.2%	60
2022 Q1	$218K	Buy	1,751 +43	+3%	+$5.41K	0.2%	64
2021 Q4	$221K	Buy	+1,708	New	+$220K	0.21%	59

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 New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.7T 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 Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Pictet Asset Management

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return