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Stephens Consulting’s iShares TIPS Bond ETF TIP Stock Holding History

Stephens Consulting’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 		– Sell
-339
Closed -$37.3K – 1084
2025
Q2 		$37.3K Hold
339
– – 0.01% 212
2025
Q1 		$37.7K Buy
339
+164
+94% +$17.8K 0.01% 210
2024
Q4 		$18.6K Buy
175
+167
+2,088% +$18.1K ﹤0.01% 283
2024
Q3 		$884 Hold
8
– – ﹤0.01% 480
2024
Q2 		$855 Buy
+8
New +$851 ﹤0.01% 605
2023
Q4 		– Sell
-776
Closed -$80.5K – 504
2023
Q3 		$80.5K Hold
776
– – 0.03% 127
2023
Q2 		$83.5K Hold
776
– – 0.03% 121
2023
Q1 		$85.6K Hold
776
– – 0.05% 121
2022
Q4 		$82.6K Buy
776
+551
+245% +$58.8K 0.05% 124
2022
Q3 		$23.6K Buy
+225
New +$25.5K 0.02% 239

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 $5.7T 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 $564B 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 $376B AUM 19.32% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return