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Shilanski & Associates’s iShares TIPS Bond ETF TIP Stock Holding History

Shilanski & Associates’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 		$10.5M Buy
94,206
+5,026
+6% +$555K 2.78% 6
2025
Q2 		$9.81M Buy
89,180
+1,927
+2% +$210K 2.8% 6
2025
Q1 		$9.69M Buy
87,253
+2,686
+3% +$292K 3.02% 5
2024
Q4 		$9.01M Buy
84,567
+2,896
+4% +$314K 2.89% 6
2024
Q3 		$9.02M Sell
81,671
-1,762
-2% -$191K 2.93% 5
2024
Q2 		$8.91M Buy
83,433
+2,835
+4% +$301K 3% 5
2024
Q1 		$8.66M Buy
80,598
+5,266
+7% +$563K 2.98% 5
2023
Q4 		$8.1M Buy
75,332
+5,597
+8% +$585K 3.08% 5
2023
Q3 		$7.23M Buy
69,735
+5,623
+9% +$595K 2.95% 6
2023
Q2 		$6.9M Buy
64,112
+1,110
+2% +$121K 2.79% 7
2023
Q1 		$6.99M Buy
63,002
+1,043
+2% +$113K 3.14% 5
2022
Q4 		$6.59M Buy
+61,959
New +$6.62M 2.88% 6

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

Shilanski & Associates's TIP Position: Q3 2025 in Review

Shilanski & Associates increased its iShares TIPS Bond ETF (TIP) stake by 5.6% in Q3 2025, buying an estimated $555K and bringing the position to 94,206 shares worth $10.5M. The position accounts for 2.78% of the portfolio, ranked #6.

Shilanski & Associates first reported a position in TIP in Q4 2022 and has held it in 12 quarters since. 964 funds tracked by Wall St. Rank hold TIP as of Q3 2025.

  • Shilanski & Associates held 94,206 shares of iShares TIPS Bond ETF worth $10.5M as of Q3 2025.
  • Shilanski & Associates bought 5,026 iShares TIPS Bond ETF shares in Q3 2025, an estimated $555K.
  • iShares TIPS Bond ETF made up 2.78% of Shilanski & Associates's portfolio in Q3 2025, its #6 holding.
  • Shilanski & Associates first reported a position in iShares TIPS Bond ETF in Q4 2022 and has held it in 12 quarters since.
  • 964 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2025.

Based on Shilanski & Associates's 13F filing for Q3 2025, filed 20 Oct 2025.