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Summit Financial Strategies’s iShares TIPS Bond ETF TIP Stock Holding History

Summit Financial Strategies’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
Q4 		– Sell
-1,974
Closed -$219K – 171
2025
Q3 		$219K Buy
1,974
+71
+4% +$7.84K 0.02% 136
2025
Q2 		$209K Sell
1,903
-57
-3% -$6.22K 0.02% 140
2025
Q1 		$218K Buy
1,960
+76
+4% +$8.26K 0.02% 133
2024
Q4 		$201K Buy
+1,884
New +$204K 0.02% 139
2024
Q3 		– Sell
-3,212
Closed -$343K – 154
2024
Q2 		$343K Sell
3,212
-56
-2% -$5.95K 0.04% 104
2024
Q1 		$351K Buy
3,268
+212
+7% +$22.7K 0.05% 100
2023
Q4 		$328K Buy
3,056
+797
+35% +$83.3K 0.05% 104
2023
Q3 		$234K Buy
2,259
+18
+0.8% +$1.91K 0.04% 109
2023
Q2 		$241K Buy
2,241
+4
+0.2% +$436 0.05% 106
2023
Q1 		$247K Sell
2,237
-115
-5% -$12.4K 0.05% 105
2022
Q4 		$250K Sell
2,352
-1,181
-33% -$126K 0.05% 99
2022
Q3 		$371K Buy
3,533
+1,653
+88% +$187K 0.09% 73
2022
Q2 		$214K Buy
1,880
+260
+16% +$30.8K 0.05% 111
2022
Q1 		$202K Sell
1,620
-31
-2% -$3.9K 0.04% 117
2021
Q4 		$213K Sell
1,651
-217
-12% -$28K 0.04% 117
2021
Q3 		$239K Hold
1,868
– – 0.05% 107
2021
Q2 		$239K Buy
+1,868
New +$237K 0.05% 107

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Summit Financial Strategies's TIP Position: Q4 2025 in Review

Summit Financial Strategies sold out of iShares TIPS Bond ETF (TIP) in Q4 2025, closing a stake of 1,974 shares — an estimated $219K sold.

Summit Financial Strategies first reported a position in TIP in Q2 2021 and held it in 17 quarters. The position peaked at $371K in Q3 2022. 1,011 funds tracked by Wall St. Rank hold TIP as of Q4 2025.

  • Summit Financial Strategies reported no remaining iShares TIPS Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Summit Financial Strategies sold 1,974 iShares TIPS Bond ETF shares in Q4 2025, an estimated $219K.
  • Summit Financial Strategies first reported a position in iShares TIPS Bond ETF in Q2 2021 and held it in 17 quarters.
  • Summit Financial Strategies's iShares TIPS Bond ETF position peaked at $371K in Q3 2022.
  • 1,011 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2025.

Based on Summit Financial Strategies's 13F filing for Q4 2025, filed 27 Jan 2026.