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

TritonPoint 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
-7,709
Closed -$857K – 347
2025
Q3 		$857K Buy
7,709
+368
+5% +$40.7K 0.07% 169
2025
Q2 		$808K Sell
7,341
-14
-0.2% -$1.53K 0.07% 172
2025
Q1 		$817K Sell
7,355
-827
-10% -$89.8K 0.08% 173
2024
Q4 		$872K Buy
8,182
+572
+8% +$61.9K 0.08% 165
2024
Q3 		$841K Sell
7,610
-602
-7% -$65.4K 0.08% 166
2024
Q2 		$877K Buy
+8,212
New +$873K 0.08% 155

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 $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

TritonPoint Wealth's TIP Position: Q4 2025 in Review

TritonPoint Wealth sold out of iShares TIPS Bond ETF (TIP) in Q4 2025, closing a stake of 7,709 shares — an estimated $857K sold.

TritonPoint Wealth first reported a position in TIP in Q2 2024 and held it in 6 quarters. The position peaked at $877K in Q2 2024. 1,006 funds tracked by Wall St. Rank hold TIP as of Q4 2025.

  • TritonPoint Wealth reported no remaining iShares TIPS Bond ETF position as of Q4 2025 after selling out during the quarter.
  • TritonPoint Wealth sold 7,709 iShares TIPS Bond ETF shares in Q4 2025, an estimated $857K.
  • TritonPoint Wealth first reported a position in iShares TIPS Bond ETF in Q2 2024 and held it in 6 quarters.
  • TritonPoint Wealth's iShares TIPS Bond ETF position peaked at $877K in Q2 2024.
  • 1,006 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2025.

Based on TritonPoint Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.