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Tyler-Stone Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History

Tyler-Stone 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 		$247K Buy
2,248
+2
+0.1% +$218 0.04% 296
2025
Q1 		$249K Sell
2,246
-24
-1% -$2.61K 0.04% 284
2024
Q4 		$242K Sell
2,270
-33
-1% -$3.57K 0.04% 287
2024
Q3 		$254K Buy
2,303
+1,127
+96% +$122K 0.05% 278
2024
Q2 		$126K Buy
1,176
+1
+0.1% +$106 0.05% 251
2024
Q1 		$126K Buy
1,175
+31
+3% +$3.31K 0.06% 245
2023
Q4 		$123K Sell
1,144
-205
-15% -$21.4K 0.06% 239
2023
Q3 		$140K Sell
1,349
-123
-8% -$13K 0.08% 199
2023
Q2 		$158K Buy
+1,472
New +$160K 0.09% 189
2022
Q4 		$160K Sell
1,503
-27
-2% -$2.88K 0.11% 170
2022
Q3 		$161K Sell
1,530
-702
-31% -$79.5K 0.12% 156
2022
Q2 		$254K Sell
2,232
-37
-2% -$4.39K 0.17% 122
2022
Q1 		$283K Sell
2,269
-16
-0.7% -$2.01K 0.16% 133
2021
Q4 		$295K Buy
+2,285
New +$295K 0.16% 135

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
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Tyler-Stone Wealth Management's TIP Position: Q2 2025 in Review

Tyler-Stone Wealth Management increased its iShares TIPS Bond ETF (TIP) stake by 0.09% in Q2 2025, buying an estimated $218 and bringing the position to 2,248 shares worth $247K. The position accounts for 0.04% of the portfolio, ranked #296.

Tyler-Stone Wealth Management first reported a position in TIP in Q4 2021 and has held it in 14 quarters since. The position peaked at $295K in Q4 2021. 975 funds tracked by Wall St. Rank hold TIP as of Q2 2025.

  • Tyler-Stone Wealth Management held 2,248 shares of iShares TIPS Bond ETF worth $247K as of Q2 2025.
  • Tyler-Stone Wealth Management bought 2 iShares TIPS Bond ETF shares in Q2 2025, an estimated $218.
  • iShares TIPS Bond ETF made up 0.04% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #296 holding.
  • Tyler-Stone Wealth Management first reported a position in iShares TIPS Bond ETF in Q4 2021 and has held it in 14 quarters since.
  • Tyler-Stone Wealth Management's iShares TIPS Bond ETF position peaked at $295K in Q4 2021.
  • 975 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.