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Summit Wealth Group (Colorado)’s iShares TIPS Bond ETF TIP Stock Holding History

Summit Wealth Group (Colorado)’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
-227,828
Closed -$20.6M – 607
2025
Q3 		$20.6M Buy
+227,828
New +$25.2M 2.18% 8

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 22.96% 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 Wealth Group (Colorado)'s TIP Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of iShares TIPS Bond ETF (TIP) in Q4 2025, closing a stake of 227,828 shares — an estimated $20.6M sold.

Summit Wealth Group (Colorado) first reported a position in TIP in Q3 2025 and held it in 1 quarter. The position peaked at $20.6M in Q3 2025. 1,009 funds tracked by Wall St. Rank hold TIP as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining iShares TIPS Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 227,828 iShares TIPS Bond ETF shares in Q4 2025, an estimated $20.6M.
  • Summit Wealth Group (Colorado) first reported a position in iShares TIPS Bond ETF in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s iShares TIPS Bond ETF position peaked at $20.6M in Q3 2025.
  • 1,009 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.