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Spectrum Wealth Counsel’s iShares TIPS Bond ETF TIP Stock Holding History

Spectrum Wealth Counsel’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
Q1 		$235K Hold
2,112
– – 0.03% 114
2024
Q4 		$225K Buy
2,112
+184
+10% +$19.9K 0.03% 115
2024
Q3 		$213K Sell
1,928
-3,154
-62% -$343K 0.03% 112
2024
Q2 		$543K Buy
5,082
+178
+4% +$18.9K 0.07% 87
2024
Q1 		$527K Buy
4,904
+255
+5% +$27.2K 0.06% 91
2023
Q4 		$500K Buy
+4,649
New +$486K 0.07% 92

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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Spectrum Wealth Counsel's TIP Position: Q1 2025 in Review

Spectrum Wealth Counsel held its iShares TIPS Bond ETF (TIP) position steady in Q1 2025 at 2,112 shares worth $235K. The position accounts for 0.03% of the portfolio, ranked #114.

Spectrum Wealth Counsel first reported a position in TIP in Q4 2023 and has held it in 6 quarters since. The position peaked at $543K in Q2 2024. 1,001 funds tracked by Wall St. Rank hold TIP as of Q1 2025.

  • Spectrum Wealth Counsel held 2,112 shares of iShares TIPS Bond ETF worth $235K as of Q1 2025.
  • Spectrum Wealth Counsel left its iShares TIPS Bond ETF share count unchanged in Q1 2025.
  • iShares TIPS Bond ETF made up 0.03% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #114 holding.
  • Spectrum Wealth Counsel first reported a position in iShares TIPS Bond ETF in Q4 2023 and has held it in 6 quarters since.
  • Spectrum Wealth Counsel's iShares TIPS Bond ETF position peaked at $543K in Q2 2024.
  • 1,001 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.