RWM
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Ruedi Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History

Ruedi Wealth Management’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
-152
Closed -$16.9K – 293
2025
Q1 		$16.9K Hold
152
– – 0.01% 136
2024
Q4 		$16.2K Hold
152
– – 0.01% 135
2024
Q3 		$16.8K Hold
152
– – 0.01% 139
2024
Q2 		$16.3K Buy
152
+1
+0.7% +$106 0.01% 142
2024
Q1 		$16.2K Hold
151
– – 0.01% 134
2023
Q4 		$16.2K Buy
151
+1
+0.7% +$105 0.01% 118
2023
Q3 		$15.6K Buy
150
+1
+0.7% +$106 0.01% 112
2023
Q2 		$16K Buy
149
+1
+0.7% +$109 0.01% 116
2023
Q1 		$16.3K Hold
148
– – 0.01% 129
2022
Q4 		$15.8K Buy
+148
New +$15.8K 0.01% 118

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
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Ruedi Wealth Management's TIP Position: Q2 2025 in Review

Ruedi Wealth Management sold out of iShares TIPS Bond ETF (TIP) in Q2 2025, closing a stake of 152 shares — an estimated $16.9K sold.

Ruedi Wealth Management first reported a position in TIP in Q4 2022 and held it in 10 quarters. The position peaked at $16.9K in Q1 2025. 975 funds tracked by Wall St. Rank hold TIP as of Q2 2025.

  • Ruedi Wealth Management reported no remaining iShares TIPS Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Ruedi Wealth Management sold 152 iShares TIPS Bond ETF shares in Q2 2025, an estimated $16.9K.
  • Ruedi Wealth Management first reported a position in iShares TIPS Bond ETF in Q4 2022 and held it in 10 quarters.
  • Ruedi Wealth Management's iShares TIPS Bond ETF position peaked at $16.9K in Q1 2025.
  • 975 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.