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

SFG 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
Q3 		– Sell
-2,529
Closed -$278K – 136
2025
Q2 		$278K Buy
+2,529
New +$276K 0.17% 71
2025
Q1 		– Sell
-2,947
Closed -$314K – 130
2024
Q4 		$314K Buy
+2,947
New +$319K 0.16% 73

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
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
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

SFG Wealth Management's TIP Position: Q3 2025 in Review

SFG Wealth Management sold out of iShares TIPS Bond ETF (TIP) in Q3 2025, closing a stake of 2,529 shares — an estimated $278K sold.

SFG Wealth Management first reported a position in TIP in Q4 2024 and held it in 2 quarters. The position peaked at $314K in Q4 2024. 964 funds tracked by Wall St. Rank hold TIP as of Q3 2025.

  • SFG Wealth Management reported no remaining iShares TIPS Bond ETF position as of Q3 2025 after selling out during the quarter.
  • SFG Wealth Management sold 2,529 iShares TIPS Bond ETF shares in Q3 2025, an estimated $278K.
  • SFG Wealth Management first reported a position in iShares TIPS Bond ETF in Q4 2024 and held it in 2 quarters.
  • SFG Wealth Management's iShares TIPS Bond ETF position peaked at $314K in Q4 2024.
  • 964 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2025.

Based on SFG Wealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.