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

Semmax Financial 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
Q2 		$6.9M Buy
62,515
+1,898
+3% +$207K 1.78% 12
2025
Q1 		$6.61M Buy
60,617
+5,695
+10% +$619K 1.79% 12
2024
Q4 		$5.95M Buy
+54,922
New +$5.95M 1.59% 17
2024
Q3 		– Sell
-228
Closed -$24.8K – 411
2024
Q2 		$24.8K Buy
228
+36
+19% +$3.83K 0.01% 185
2024
Q1 		$20.3K Sell
192
-277
-59% -$29.6K 0.01% 177
2023
Q4 		$49.5K Buy
469
+392
+509% +$41K 0.02% 143
2023
Q3 		$7.97K Buy
+77
New +$8.15K ﹤0.01% 204
2019
Q1 		– Sell
-136
Closed -$15K – 494
2018
Q4 		$15K Buy
+136
New +$14.8K 0.01% 292

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

Semmax Financial Advisors's TIP Position: Q2 2025 in Review

Semmax Financial Advisors increased its iShares TIPS Bond ETF (TIP) stake by 3.1% in Q2 2025, buying an estimated $207K and bringing the position to 62,515 shares worth $6.9M. The position accounts for 1.78% of the portfolio, ranked #12.

Semmax Financial Advisors first reported a position in TIP in Q4 2018 and has held it in 8 quarters since. 975 funds tracked by Wall St. Rank hold TIP as of Q2 2025.

  • Semmax Financial Advisors held 62,515 shares of iShares TIPS Bond ETF worth $6.9M as of Q2 2025.
  • Semmax Financial Advisors bought 1,898 iShares TIPS Bond ETF shares in Q2 2025, an estimated $207K.
  • iShares TIPS Bond ETF made up 1.78% of Semmax Financial Advisors's portfolio in Q2 2025, its #12 holding.
  • Semmax Financial Advisors first reported a position in iShares TIPS Bond ETF in Q4 2018 and has held it in 8 quarters since.
  • 975 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.