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Willis Johnson & Associates’s iShares TIPS Bond ETF TIP Stock Holding History

Willis Johnson & Associates’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
-2,706
Closed -$301K – 199
2025
Q3 		$301K Buy
+2,706
New +$299K 0.02% 140

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

Willis Johnson & Associates's TIP Position: Q4 2025 in Review

Willis Johnson & Associates sold out of iShares TIPS Bond ETF (TIP) in Q4 2025, closing a stake of 2,706 shares — an estimated $301K sold.

Willis Johnson & Associates first reported a position in TIP in Q3 2025 and held it in 1 quarter. The position peaked at $301K in Q3 2025. 1,007 funds tracked by Wall St. Rank hold TIP as of Q4 2025.

  • Willis Johnson & Associates reported no remaining iShares TIPS Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Willis Johnson & Associates sold 2,706 iShares TIPS Bond ETF shares in Q4 2025, an estimated $301K.
  • Willis Johnson & Associates first reported a position in iShares TIPS Bond ETF in Q3 2025 and held it in 1 quarter.
  • Willis Johnson & Associates's iShares TIPS Bond ETF position peaked at $301K in Q3 2025.
  • 1,007 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2025.

Based on Willis Johnson & Associates's 13F filing for Q4 2025, filed 22 Jan 2026.