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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Shared Vision Wealth Group's TIP Position: Q4 2025 in Review

Shared Vision Wealth Group sold out of iShares TIPS Bond ETF (TIP) in Q4 2025, closing a stake of 1,923 shares — an estimated $216K sold.

Shared Vision Wealth Group first reported a position in TIP in Q4 2023 and held it in 8 quarters. The position peaked at $1.19M in Q1 2024. 1,009 funds tracked by Wall St. Rank hold TIP as of Q4 2025.

Shared Vision Wealth Group reported no remaining iShares TIPS Bond ETF position as of Q4 2025 after selling out during the quarter.
Shared Vision Wealth Group sold 1,923 iShares TIPS Bond ETF shares in Q4 2025, an estimated $216K.
Shared Vision Wealth Group first reported a position in iShares TIPS Bond ETF in Q4 2023 and held it in 8 quarters.
Shared Vision Wealth Group's iShares TIPS Bond ETF position peaked at $1.19M in Q1 2024.
1,009 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2025.

Based on Shared Vision Wealth Group's 13F filing for Q4 2025, filed 11 Feb 2026.