Templeton & Phillips Capital Management’s iShares TIPS Bond ETF TIP Stock Holding History

Templeton & Phillips Capital Management’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	-561	Closed	-$62.4K	–	57
2025 Q3	$62.4K	Hold	561	–	–	0.04%	47
2025 Q2	$61.7K	Hold	561	–	–	0.04%	43
2025 Q1	$62.3K	Hold	561	–	–	0.04%	43
2024 Q4	$59.8K	Hold	561	–	–	0.05%	46
2024 Q3	$62K	Hold	561	–	–	0.05%	49
2024 Q2	$59.9K	Hold	561	–	–	0.05%	44
2024 Q1	$60.3K	Buy	+561	New	+$59.9K	0.06%	38

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Templeton & Phillips Capital Management's TIP Position: Q4 2025 in Review

Templeton & Phillips Capital Management sold out of iShares TIPS Bond ETF (TIP) in Q4 2025, closing a stake of 561 shares — an estimated $62.4K sold.

Templeton & Phillips Capital Management first reported a position in TIP in Q1 2024 and held it in 7 quarters. The position peaked at $62.4K in Q3 2025. 1,009 funds tracked by Wall St. Rank hold TIP as of Q4 2025.

Templeton & Phillips Capital Management reported no remaining iShares TIPS Bond ETF position as of Q4 2025 after selling out during the quarter.
Templeton & Phillips Capital Management sold 561 iShares TIPS Bond ETF shares in Q4 2025, an estimated $62.4K.
Templeton & Phillips Capital Management first reported a position in iShares TIPS Bond ETF in Q1 2024 and held it in 7 quarters.
Templeton & Phillips Capital Management's iShares TIPS Bond ETF position peaked at $62.4K in Q3 2025.
1,009 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2025.

Based on Templeton & Phillips Capital Management's 13F filing for Q4 2025, filed 13 Feb 2026.