Trajan Wealth’s iShares TIPS Bond ETF TIP Stock Holding History

Trajan Wealth’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	-1,962	Closed	-$218K	–	165
2025 Q3	$218K	Buy	+1,962	New	+$217K	0.01%	149

Other funds holding TIP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Trajan Wealth's TIP Position: Q4 2025 in Review

Trajan Wealth sold out of iShares TIPS Bond ETF (TIP) in Q4 2025, closing a stake of 1,962 shares — an estimated $218K sold.

Trajan Wealth first reported a position in TIP in Q3 2025 and held it in 1 quarter. The position peaked at $218K in Q3 2025. 1,005 funds tracked by Wall St. Rank hold TIP as of Q4 2025.

Trajan Wealth reported no remaining iShares TIPS Bond ETF position as of Q4 2025 after selling out during the quarter.
Trajan Wealth sold 1,962 iShares TIPS Bond ETF shares in Q4 2025, an estimated $218K.
Trajan Wealth first reported a position in iShares TIPS Bond ETF in Q3 2025 and held it in 1 quarter.
Trajan Wealth's iShares TIPS Bond ETF position peaked at $218K in Q3 2025.
1,005 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2025.

Based on Trajan Wealth's 13F filing for Q4 2025, filed 6 Feb 2026.