Topel & Distasi Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History

Topel & Distasi Wealth 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 Q2	–	Sell	-9,925	Closed	-$1.1M	–	70
2025 Q1	$1.1M	Sell	9,925 -1,611	-14%	-$175K	0.51%	41
2024 Q4	$1.23M	Hold	11,536	–	–	0.53%	38
2024 Q3	$1.27M	Sell	11,536 -81	-0.7%	-$8.8K	0.53%	39
2024 Q2	$1.24M	Hold	11,617	–	–	0.55%	37
2024 Q1	$1.25M	Hold	11,617	–	–	0.55%	37
2023 Q4	$1.25M	Buy	11,617 +150	+1%	+$15.7K	0.59%	37
2023 Q3	$1.19M	Hold	11,467	–	–	0.62%	38
2023 Q2	$1.23M	Hold	11,467	–	–	0.62%	38
2023 Q1	$1.26M	Buy	+11,467	New	+$1.24M	0.66%	37

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

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

Topel & Distasi Wealth Management's TIP Position: Q2 2025 in Review

Topel & Distasi Wealth Management sold out of iShares TIPS Bond ETF (TIP) in Q2 2025, closing a stake of 9,925 shares — an estimated $1.1M sold.

Topel & Distasi Wealth Management first reported a position in TIP in Q1 2023 and held it in 9 quarters. The position peaked at $1.27M in Q3 2024. 978 funds tracked by Wall St. Rank hold TIP as of Q2 2025.

Topel & Distasi Wealth Management reported no remaining iShares TIPS Bond ETF position as of Q2 2025 after selling out during the quarter.
Topel & Distasi Wealth Management sold 9,925 iShares TIPS Bond ETF shares in Q2 2025, an estimated $1.1M.
Topel & Distasi Wealth Management first reported a position in iShares TIPS Bond ETF in Q1 2023 and held it in 9 quarters.
Topel & Distasi Wealth Management's iShares TIPS Bond ETF position peaked at $1.27M in Q3 2024.
978 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2025.

Based on Topel & Distasi Wealth Management's 13F filing for Q2 2025, filed 7 Aug 2025.