TIM
TIP icon

Total Investment Management’s iShares TIPS Bond ETF TIP Stock Holding History

Total Investment 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
Q3 		– Sell
-995
Closed -$109K – 767
2025
Q2 		$109K Buy
+995
New +$109K 0.02% 111
2024
Q2 		– Sell
-2,809
Closed -$302K – 76
2024
Q1 		$302K Sell
2,809
-475
-14% -$50.8K 0.04% 53
2023
Q4 		$353K Buy
3,284
+24
+0.7% +$2.51K 0.04% 47
2023
Q3 		$338K Buy
3,260
+28
+0.9% +$2.96K 0.05% 45
2023
Q2 		$348K Buy
3,232
+64
+2% +$6.97K 0.05% 48
2023
Q1 		$349K Sell
3,168
-172,018
-98% -$18.6M 0.07% 41
2022
Q4 		$18.6M Buy
175,186
+5,308
+3% +$567K 4.54% 9
2022
Q3 		$17.8M Buy
169,878
+3,505
+2% +$397K 3.6% 12
2022
Q2 		$19M Buy
166,373
+8,325
+5% +$987K 3.44% 12
2022
Q1 		$19.7M Buy
158,048
+509
+0.3% +$64K 3.77% 10
2021
Q4 		$20.4M Buy
157,539
+5,097
+3% +$657K 3.36% 11
2021
Q3 		$19.5M Sell
152,442
-57
-0% -$7.35K 4.85% 9
2021
Q2 		$19.5M Buy
152,499
+11,993
+9% +$1.52M 3.37% 12
2021
Q1 		$16.6M Sell
140,506
-11,173
-7% -$1.41M 4.67% 10
2020
Q4 		$19.4M Buy
151,679
+2,528
+2% +$319K 3.75% 11
2020
Q3 		$18.7M Buy
149,151
+10,101
+7% +$1.27M 5.4% 9
2020
Q2 		$17.1M Sell
139,050
-1,456
-1% -$177K 5.97% 7
2020
Q1 		$16.6M Sell
140,506
-9,712
-6% -$1.14M 4.67% 10
2019
Q4 		$17.5M Buy
+150,218
New +$17.5M 3.35% 11

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
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
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Total Investment Management's TIP Position: Q3 2025 in Review

Total Investment Management sold out of iShares TIPS Bond ETF (TIP) in Q3 2025, closing a stake of 995 shares — an estimated $109K sold.

Total Investment Management first reported a position in TIP in Q4 2019 and held it in 19 quarters. The position peaked at $20.4M in Q4 2021. 961 funds tracked by Wall St. Rank hold TIP as of Q3 2025.

  • Total Investment Management reported no remaining iShares TIPS Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Total Investment Management sold 995 iShares TIPS Bond ETF shares in Q3 2025, an estimated $109K.
  • Total Investment Management first reported a position in iShares TIPS Bond ETF in Q4 2019 and held it in 19 quarters.
  • Total Investment Management's iShares TIPS Bond ETF position peaked at $20.4M in Q4 2021.
  • 961 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2025.

Based on Total Investment Management's 13F filing for Q3 2025, filed 13 Nov 2025.