Wealth Advisors of Tampa Bay’s iShares TIPS Bond ETF TIP Stock Holding History

Wealth Advisors of Tampa Bay’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	–	Sell	-794	Closed	-$88.2K	–	144
2025 Q1	$88.2K	Buy	+794	New	+$86.2K	0.04%	109
2022 Q4	–	Sell	-1,994	Closed	-$209K	–	77
2022 Q3	$209K	Sell	1,994 -4,372	-69%	-$495K	0.14%	72
2022 Q2	$725K	Sell	6,366 -46	-0.7%	-$5.46K	0.22%	62
2022 Q1	$799K	Hold	6,412	–	–	0.22%	65
2021 Q4	$828K	Buy	6,412 +2,826	+79%	+$364K	0.2%	72
2021 Q3	$458K	Sell	3,586 -1,016	-22%	-$131K	0.25%	69
2021 Q2	$589K	Sell	4,602 -20	-0.4%	-$2.54K	0.33%	66
2021 Q1	$580K	Hold	4,622	–	–	0.34%	66
2020 Q4	$590K	Buy	4,622 +312	+7%	+$39.4K	0.41%	60
2020 Q3	$545K	Hold	4,310	–	–	0.4%	60
2020 Q2	$530K	Hold	4,310	–	–	0.44%	56
2020 Q1	$508K	Buy	4,310 +43	+1%	+$5.07K	0.57%	47
2019 Q4	$497K	Sell	4,267 -40	-0.9%	-$4.65K	0.46%	50
2019 Q3	$501K	Sell	4,307 -65	-1%	-$7.54K	0.42%	56
2019 Q2	$505K	Hold	4,372	–	–	0.37%	57
2019 Q1	$494K	Hold	4,372	–	–	0.36%	53
2018 Q4	$479K	Hold	4,372	–	–	0.39%	52
2018 Q3	$484K	Hold	4,372	–	–	0.34%	50
2018 Q2	$490K	Hold	4,372	–	–	0.37%	51
2018 Q1	$494K	Hold	4,372	–	–	0.36%	52
2017 Q4	$496K	Buy	+4,372	New	+$497K	0.34%	54

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Wealth Advisors of Tampa Bay's TIP Position: Q2 2025 in Review

Wealth Advisors of Tampa Bay sold out of iShares TIPS Bond ETF (TIP) in Q2 2025, closing a stake of 794 shares — an estimated $88.2K sold.

Wealth Advisors of Tampa Bay first reported a position in TIP in Q4 2017 and held it in 21 quarters. The position peaked at $828K in Q4 2021. 976 funds tracked by Wall St. Rank hold TIP as of Q2 2025.

Wealth Advisors of Tampa Bay reported no remaining iShares TIPS Bond ETF position as of Q2 2025 after selling out during the quarter.
Wealth Advisors of Tampa Bay sold 794 iShares TIPS Bond ETF shares in Q2 2025, an estimated $88.2K.
Wealth Advisors of Tampa Bay first reported a position in iShares TIPS Bond ETF in Q4 2017 and held it in 21 quarters.
Wealth Advisors of Tampa Bay's iShares TIPS Bond ETF position peaked at $828K in Q4 2021.
976 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2025.

Based on Wealth Advisors of Tampa Bay's 13F filing for Q2 2025, filed 14 Aug 2025.