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Shared Vision Wealth Group’s iShares TIPS Bond ETF TIP Stock Holding History

Shared Vision Wealth Group’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
-1,923
Closed -$216K – 106
2025
Q3 		$216K Sell
1,923
-181
-9% -$20K 0.09% 94
2025
Q2 		$231K Sell
2,104
-668
-24% -$72.9K 0.12% 78
2025
Q1 		$308K Sell
2,772
-324
-10% -$35.2K 0.17% 60
2024
Q4 		$330K Sell
3,096
-331
-10% -$35.8K 0.17% 58
2024
Q3 		$379K Sell
3,427
-6,342
-65% -$689K 0.2% 53
2024
Q2 		$1.04M Sell
9,769
-1,320
-12% -$140K 0.61% 28
2024
Q1 		$1.19M Buy
11,089
+2,699
+32% +$288K 0.74% 25
2023
Q4 		$902K Buy
+8,390
New +$877K 0.6% 24

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
BlackRock
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
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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return