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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Concord, California $58.2B AUM 22.78% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Stephens Consulting's TIP Position: Q3 2025 in Review

Stephens Consulting sold out of iShares TIPS Bond ETF (TIP) in Q3 2025, closing a stake of 339 shares — an estimated $37.3K sold.

Stephens Consulting first reported a position in TIP in Q3 2022 and held it in 10 quarters. The position peaked at $85.6K in Q1 2023. 964 funds tracked by Wall St. Rank hold TIP as of Q3 2025.

Stephens Consulting reported no remaining iShares TIPS Bond ETF position as of Q3 2025 after selling out during the quarter.
Stephens Consulting sold 339 iShares TIPS Bond ETF shares in Q3 2025, an estimated $37.3K.
Stephens Consulting first reported a position in iShares TIPS Bond ETF in Q3 2022 and held it in 10 quarters.
Stephens Consulting's iShares TIPS Bond ETF position peaked at $85.6K in Q1 2023.
964 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.