Signature Wealth Management Group’s iShares TIPS Bond ETF TIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-2,017
| Closed | -$224K | – | 120 |
|
|
2025
Q3 | $224K | Sell |
2,017
-38,487
| -95% | -$4.25M | 0.09% | 110 |
|
|
2025
Q2 | $4.46M | Buy |
40,504
+170
| +0.4% | +$18.5K | 1.76% | 15 |
|
|
2025
Q1 | $4.48M | Buy |
40,334
+6
| +0% | +$652 | 1.75% | 18 |
|
|
2024
Q4 | $4.3M | Buy |
40,328
+725
| +2% | +$78.5K | 1.73% | 18 |
|
|
2024
Q3 | $4.37M | Sell |
39,603
-493
| -1% | -$53.6K | 1.75% | 19 |
|
|
2024
Q2 | $4.28M | Sell |
40,096
-283
| -0.7% | -$30.1K | 1.88% | 13 |
|
|
2024
Q1 | $4.27M | Sell |
40,379
-2,082
| -5% | -$222K | 1.94% | 12 |
|
|
2023
Q4 | $4.56M | Buy |
+42,461
| New | +$4.44M | 2.11% | 8 |
|
|
2023
Q2 | $6.54M | Buy |
60,784
+911
| +2% | +$99.2K | 3.05% | 4 |
|
|
2023
Q1 | $6.6M | Buy |
59,873
+3,062
| +5% | +$331K | 3.13% | 3 |
|
|
2022
Q4 | $6.05M | Buy |
56,811
+594
| +1% | +$63.4K | 2.96% | 3 |
|
|
2022
Q3 | $5.9M | Buy |
56,217
+794
| +1% | +$89.9K | 3% | 3 |
|
|
2022
Q2 | $6.31M | Buy |
55,423
+1,441
| +3% | +$171K | 3.07% | 2 |
|
|
2022
Q1 | $6.72M | Buy |
53,982
+7,285
| +16% | +$916K | 3.03% | 2 |
|
|
2021
Q4 | $6.03M | Buy |
46,697
+3,812
| +9% | +$492K | 3.04% | 2 |
|
|
2021
Q3 | $5.48M | Buy |
42,885
+97
| +0.2% | +$12.5K | 3.04% | 2 |
|
|
2021
Q2 | $5.48M | Sell |
42,788
-433
| -1% | -$55K | 3.05% | 2 |
|
|
2021
Q1 | $5.42M | Buy |
43,221
+986
| +2% | +$125K | 3.19% | 2 |
|
|
2020
Q4 | $5.39M | Buy |
42,235
+211
| +0.5% | +$26.6K | 3.4% | 2 |
|
|
2020
Q3 | $5.32M | Sell |
42,024
-1,082
| -3% | -$136K | 3.83% | 2 |
|
|
2020
Q2 | $5.3M | Sell |
43,106
-355
| -0.8% | -$43.2K | 4.05% | 1 |
|
|
2020
Q1 | $5.13M | Buy |
43,461
+1,188
| +3% | +$140K | 4.51% | 2 |
|
|
2019
Q4 | $4.93M | Buy |
42,273
+773
| +2% | +$89.9K | 3.11% | 3 |
|
|
2019
Q3 | $4.83M | Sell |
41,500
-109
| -0.3% | -$12.7K | 3.2% | 2 |
|
|
2019
Q2 | $4.77M | Buy |
41,609
+938
| +2% | +$107K | 3.19% | 2 |
|
|
2019
Q1 | $4.6M | Buy |
40,671
+1,940
| +5% | +$215K | 3.22% | 2 |
|
|
2018
Q4 | $4.24M | Buy |
38,731
+1,050
| +3% | +$115K | 3.29% | 2 |
|
|
2018
Q3 | $4.12M | Buy |
37,681
+1,494
| +4% | +$167K | 3.06% | 2 |
|
|
2018
Q2 | $4.08M | Buy |
36,187
+1,136
| +3% | +$127K | 3.02% | 3 |
|
|
2018
Q1 | $3.96M | Buy |
35,051
+969
| +3% | +$109K | 3.06% | 2 |
|
|
2017
Q4 | $3.89M | Buy |
+34,082
| New | +$3.88M | 2.85% | 5 |
|
Other funds holding TIP
Signature Wealth Management Group's TIP Position: Q4 2025 in Review
Signature Wealth Management Group sold out of iShares TIPS Bond ETF (TIP) in Q4 2025, closing a stake of 2,017 shares — an estimated $224K sold.
Signature Wealth Management Group first reported a position in TIP in Q4 2017 and held it in 31 quarters. The position peaked at $6.72M in Q1 2022. 1,009 funds tracked by Wall St. Rank hold TIP as of Q4 2025.
- Signature Wealth Management Group reported no remaining iShares TIPS Bond ETF position as of Q4 2025 after selling out during the quarter.
- Signature Wealth Management Group sold 2,017 iShares TIPS Bond ETF shares in Q4 2025, an estimated $224K.
- Signature Wealth Management Group first reported a position in iShares TIPS Bond ETF in Q4 2017 and held it in 31 quarters.
- Signature Wealth Management Group's iShares TIPS Bond ETF position peaked at $6.72M in Q1 2022.
- 1,009 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2025.
Based on Signature Wealth Management Group's 13F filing for Q4 2025, filed 15 Jan 2026.