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Wallace Advisory Group’s iShares TIPS Bond ETF TIP Stock Holding History

Wallace Advisory Group’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
-3,426
Closed -$377K – 169
2025
Q3 		$377K Sell
3,426
-17,847
-84% -$1.97M 0.3% 101
2025
Q2 		$2.36M Buy
21,273
+10,781
+103% +$1.18M 1.72% 8
2025
Q1 		$1.12M Sell
10,492
-5,533
-35% -$601K 0.77% 31
2024
Q4 		$1.77M Buy
16,025
+7,366
+85% +$797K 1.22% 16
2024
Q3 		$925K Sell
8,659
-118
-1% -$12.8K 0.68% 35
2024
Q2 		$937K Sell
8,777
-1,658
-16% -$176K 0.67% 35
2024
Q1 		$1.12M Buy
10,435
+8,274
+383% +$884K 0.84% 29
2023
Q4 		$224K Buy
+2,161
New +$226K 0.18% 141

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

Wallace Advisory Group's TIP Position: Q4 2025 in Review

Wallace Advisory Group sold out of iShares TIPS Bond ETF (TIP) in Q4 2025, closing a stake of 3,426 shares — an estimated $377K sold.

Wallace Advisory Group first reported a position in TIP in Q4 2023 and held it in 8 quarters. The position peaked at $2.36M in Q2 2025. 1,005 funds tracked by Wall St. Rank hold TIP as of Q4 2025.

  • Wallace Advisory Group reported no remaining iShares TIPS Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Wallace Advisory Group sold 3,426 iShares TIPS Bond ETF shares in Q4 2025, an estimated $377K.
  • Wallace Advisory Group first reported a position in iShares TIPS Bond ETF in Q4 2023 and held it in 8 quarters.
  • Wallace Advisory Group's iShares TIPS Bond ETF position peaked at $2.36M in Q2 2025.
  • 1,005 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2025.

Based on Wallace Advisory Group's 13F filing for Q4 2025, filed 23 Jan 2026.