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

Scissortail 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 Q1	–	Sell	-3,299	Closed	-$352K	–	128
2024 Q4	$352K	Buy	3,299 +3,284	+21,893%	+$356K	0.09%	95
2024 Q3	$391K	Sell	15 -6,890	-100%	-$749K	0.09%	93
2024 Q2	$737K	Sell	6,905 -729	-10%	-$77.5K	0.19%	73
2024 Q1	$820K	Buy	+7,634	New	+$816K	0.22%	71
2022 Q4	–	Sell	-13,445	Closed	-$1.43M	–	164
2022 Q3	$1.43M	Buy	+13,445	New	+$1.52M	0.74%	39
2022 Q2	–	Sell	-13,445	Closed	-$1.55M	–	143
2022 Q1	$1.55M	Buy	+13,445	New	+$1.69M	0.76%	35

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Scissortail Wealth Management's TIP Position: Q1 2025 in Review

Scissortail Wealth Management sold out of iShares TIPS Bond ETF (TIP) in Q1 2025, closing a stake of 3,299 shares — an estimated $352K sold.

Scissortail Wealth Management first reported a position in TIP in Q1 2022 and held it in 6 quarters. The position peaked at $1.55M in Q1 2022. 1,004 funds tracked by Wall St. Rank hold TIP as of Q1 2025.

Scissortail Wealth Management reported no remaining iShares TIPS Bond ETF position as of Q1 2025 after selling out during the quarter.
Scissortail Wealth Management sold 3,299 iShares TIPS Bond ETF shares in Q1 2025, an estimated $352K.
Scissortail Wealth Management first reported a position in iShares TIPS Bond ETF in Q1 2022 and held it in 6 quarters.
Scissortail Wealth Management's iShares TIPS Bond ETF position peaked at $1.55M in Q1 2022.
1,004 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2025.

Based on Scissortail Wealth Management's 13F filing for Q1 2025, filed 12 May 2025.