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SPC Financial Inc’s iShares TIPS Bond ETF TIP Stock Holding History

SPC Financial Inc’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 		$252K Hold
2,269
– – 0.02% 237
2025
Q2 		$250K Sell
2,269
-101
-4% -$11K 0.02% 230
2025
Q1 		$263K Buy
2,370
+142
+6% +$15.4K 0.02% 224
2024
Q4 		$237K Sell
2,228
-9
-0.4% -$974 0.02% 235
2024
Q3 		$247K Sell
2,237
-587
-21% -$63.8K 0.02% 231
2024
Q2 		$302K Sell
2,824
-21
-0.7% -$2.23K 0.03% 195
2024
Q1 		$306K Sell
2,845
-41
-1% -$4.38K 0.03% 194
2023
Q4 		$310K Sell
2,886
-24
-0.8% -$2.51K 0.03% 184
2023
Q3 		$302K Buy
2,910
+70
+2% +$7.41K 0.03% 179
2023
Q2 		$306K Buy
2,840
+48
+2% +$5.23K 0.03% 175
2023
Q1 		$308K Sell
2,792
-652
-19% -$70.6K 0.04% 170
2022
Q4 		$367K Sell
3,444
-508
-13% -$54.2K 0.04% 150
2022
Q3 		$415K Sell
3,952
-3
-0.1% -$340 0.05% 133
2022
Q2 		$451K Sell
3,955
-19
-0.5% -$2.25K 0.06% 134
2022
Q1 		$495K Buy
3,974
+349
+10% +$43.9K 0.06% 126
2021
Q4 		$468K Buy
3,625
+593
+20% +$76.5K 0.05% 126
2021
Q3 		$387K Buy
3,032
+424
+16% +$54.7K 0.05% 128
2021
Q2 		$334K Sell
2,608
-165
-6% -$21K 0.04% 138
2021
Q1 		$348K Buy
2,773
+163
+6% +$20.6K 0.05% 128
2020
Q4 		$333K Buy
2,610
+54
+2% +$6.81K 0.05% 127
2020
Q3 		$323K Buy
2,556
+311
+14% +$39.1K 0.06% 115
2020
Q2 		$276K Buy
2,245
+20
+0.9% +$2.43K 0.06% 115
2020
Q1 		$262K Buy
2,225
+15
+0.7% +$1.77K 0.07% 112
2019
Q4 		$258K Buy
+2,210
New +$257K 0.05% 120
2018
Q1 		– Sell
-2,665
Closed -$304K – 126
2017
Q4 		$304K Sell
2,665
-700
-21% -$79.6K 0.07% 103
2017
Q3 		$382K Sell
3,365
-100
-3% -$11.4K 0.09% 90
2017
Q2 		$393K Sell
3,465
-1,150
-25% -$131K 0.1% 82
2017
Q1 		$529K Hold
4,615
– – 0.15% 70
2016
Q4 		$522K Sell
4,615
-100
-2% -$11.4K 0.16% 69
2016
Q3 		$549K Hold
4,715
– – 0.18% 73
2016
Q2 		$550K Sell
4,715
-900
-16% -$103K 0.2% 72
2016
Q1 		$644K Sell
5,615
-4,250
-43% -$475K 0.24% 63
2015
Q4 		$1.08M Sell
9,865
-13,980
-59% -$1.54M 0.43% 52
2015
Q3 		$2.64M Sell
23,845
-235,341
-91% -$26.2M 1.13% 31
2015
Q2 		$29M Sell
259,186
-5,100
-2% -$577K 8.14% 2
2015
Q1 		$30M Sell
264,286
-2,952
-1% -$335K 8.25% 2
2014
Q4 		$29.9M Sell
267,238
-14,607
-5% -$1.65M 8.71% 2
2014
Q3 		$31.6M Buy
281,845
+2,850
+1% +$326K 9.16% 2
2014
Q2 		$32.2M Buy
278,995
+28,530
+11% +$3.25M 9.01% 2
2014
Q1 		$28.1M Sell
250,465
-4,600
-2% -$515K 8.53% 2
2013
Q4 		$28M Sell
255,065
-20,100
-7% -$2.24M 8.77% 2
2013
Q3 		$31M Sell
275,165
-8,050
-3% -$898K 11% 1
2013
Q2 		$31.7M Buy
+283,215
New +$33.5M 12.27% 1

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 $5.72T 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 $666B AUM 30.12% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

SPC Financial Inc's TIP Position: Q3 2025 in Review

SPC Financial Inc held its iShares TIPS Bond ETF (TIP) position steady in Q3 2025 at 2,269 shares worth $252K. The position accounts for 0.02% of the portfolio, ranked #237.

SPC Financial Inc first reported a position in TIP in Q2 2013 and has held it in 43 quarters since. The position peaked at $32.2M in Q2 2014. 960 funds tracked by Wall St. Rank hold TIP as of Q3 2025.

  • SPC Financial Inc held 2,269 shares of iShares TIPS Bond ETF worth $252K as of Q3 2025.
  • SPC Financial Inc left its iShares TIPS Bond ETF share count unchanged in Q3 2025.
  • iShares TIPS Bond ETF made up 0.02% of SPC Financial Inc's portfolio in Q3 2025, its #237 holding.
  • SPC Financial Inc first reported a position in iShares TIPS Bond ETF in Q2 2013 and has held it in 43 quarters since.
  • SPC Financial Inc's iShares TIPS Bond ETF position peaked at $32.2M in Q2 2014.
  • 960 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2025.

Based on SPC Financial Inc's 13F filing for Q3 2025, filed 5 Nov 2025.