Vawter Financial’s iShares TIPS Bond ETF TIP Stock Holding History

Vawter Financial’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	-1,840	Closed	-$205K	–	122
2025 Q3	$205K	Buy	+1,840	New	+$203K	0.09%	117
2025 Q2	–	Sell	-1,919	Closed	-$213K	–	95
2025 Q1	$213K	Sell	1,919 -125	-6%	-$13.6K	0.12%	97
2024 Q4	$218K	Sell	2,044 -75	-4%	-$8.12K	0.13%	91
2024 Q3	$234K	Sell	2,119 -211	-9%	-$22.9K	0.14%	83
2024 Q2	$249K	Buy	2,330 +1	+0%	+$106	0.17%	79
2024 Q1	$250K	Sell	2,329 -558	-19%	-$59.6K	0.18%	75
2023 Q4	$310K	Sell	2,887 -742	-20%	-$77.6K	0.24%	53
2023 Q3	$376K	Hold	3,629	–	–	0.43%	42
2023 Q2	$391K	Sell	3,629 -150	-4%	-$16.3K	0.34%	46
2023 Q1	$417K	Sell	3,779 -497	-12%	-$53.8K	0.42%	35
2022 Q4	$455K	Buy	+4,276	New	+$457K	0.53%	33

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

Vawter Financial's TIP Position: Q4 2025 in Review

Vawter Financial sold out of iShares TIPS Bond ETF (TIP) in Q4 2025, closing a stake of 1,840 shares — an estimated $205K sold.

Vawter Financial first reported a position in TIP in Q4 2022 and held it in 11 quarters. The position peaked at $455K in Q4 2022. 1,005 funds tracked by Wall St. Rank hold TIP as of Q4 2025.

Vawter Financial reported no remaining iShares TIPS Bond ETF position as of Q4 2025 after selling out during the quarter.
Vawter Financial sold 1,840 iShares TIPS Bond ETF shares in Q4 2025, an estimated $205K.
Vawter Financial first reported a position in iShares TIPS Bond ETF in Q4 2022 and held it in 11 quarters.
Vawter Financial's iShares TIPS Bond ETF position peaked at $455K in Q4 2022.
1,005 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2025.

Based on Vawter Financial's 13F filing for Q4 2025, filed 2 Feb 2026.