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Stokes Family Office’s iShares TIPS Bond ETF TIP Stock Holding History

Stokes Family Office’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
Q2 		– Sell
-2,180
Closed -$242K – 247
2025
Q1 		$242K Hold
2,180
– – 0.03% 211
2024
Q4 		$232K Sell
2,180
-1,773
-45% -$192K 0.02% 216
2024
Q3 		$437K Sell
3,953
-27,802
-88% -$3.02M 0.05% 167
2024
Q2 		$3.39M Buy
31,755
+584
+2% +$62.1K 0.4% 59
2024
Q1 		$3.35M Buy
31,171
+1,226
+4% +$131K 0.42% 61
2023
Q4 		$3.22M Sell
29,945
-600
-2% -$62.7K 0.43% 58
2023
Q3 		$3.17M Buy
30,545
+26,574
+669% +$2.81M 0.37% 64
2023
Q2 		$427K Sell
3,971
-108
-3% -$11.8K 0.05% 198
2023
Q1 		$450K Sell
4,079
-10,238
-72% -$1.11M 0.06% 180
2022
Q4 		$1.52M Sell
14,317
-55,997
-80% -$5.98M 0.2% 87
2022
Q3 		$7.38M Sell
70,314
-22,937
-25% -$2.6M 1.05% 21
2022
Q2 		$10.6M Buy
93,251
+49,600
+114% +$5.88M 1.45% 15
2022
Q1 		$5.44M Sell
43,651
-38,767
-47% -$4.88M 0.72% 34
2021
Q4 		$10.6M Buy
82,418
+48,748
+145% +$6.29M 1.32% 15
2021
Q3 		$4.3M Buy
+33,670
New +$4.34M 0.6% 44

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
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 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 $424B AUM 22.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Stokes Family Office's TIP Position: Q2 2025 in Review

Stokes Family Office sold out of iShares TIPS Bond ETF (TIP) in Q2 2025, closing a stake of 2,180 shares — an estimated $242K sold.

Stokes Family Office first reported a position in TIP in Q3 2021 and held it in 15 quarters. The position peaked at $10.6M in Q4 2021. 976 funds tracked by Wall St. Rank hold TIP as of Q2 2025.

  • Stokes Family Office reported no remaining iShares TIPS Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Stokes Family Office sold 2,180 iShares TIPS Bond ETF shares in Q2 2025, an estimated $242K.
  • Stokes Family Office first reported a position in iShares TIPS Bond ETF in Q3 2021 and held it in 15 quarters.
  • Stokes Family Office's iShares TIPS Bond ETF position peaked at $10.6M in Q4 2021.
  • 976 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2025.

Based on Stokes Family Office's 13F filing for Q2 2025, filed 6 Aug 2025.