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WMG Financial Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

WMG Financial Advisors’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
-1,800
Closed -$200K – 195
2025
Q3 		$200K Buy
+1,800
New +$199K 0.07% 204
2025
Q1 		– Sell
-2,380
Closed -$254K – 181
2024
Q4 		$254K Hold
2,380
– – 0.11% 137
2024
Q3 		$263K Sell
2,380
-113
-5% -$12.3K 0.12% 132
2024
Q2 		$266K Buy
2,493
+3
+0.1% +$319 0.14% 114
2024
Q1 		$267K Hold
2,490
– – 0.15% 104
2023
Q4 		$268K Buy
+2,490
New +$260K 0.17% 87
2023
Q3 		– Sell
-2,564
Closed -$276K – 119
2023
Q2 		$276K Buy
2,564
+720
+39% +$78.4K 0.2% 84
2023
Q1 		$283K Sell
1,844
-720
-28% -$77.9K 0.23% 73
2022
Q4 		$273K Hold
2,564
– – 0.23% 87
2022
Q3 		$270K Hold
2,564
– – 0.24% 87
2022
Q2 		$291K Hold
2,564
– – 0.25% 91
2022
Q1 		$321K Buy
2,564
+800
+45% +$101K 0.24% 106
2021
Q4 		$227K Buy
+1,764
New +$227K 0.18% 147

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 $105B AUM 38.07% 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 $58.2B AUM 22.78% 1-Year Est. Return

WMG Financial Advisors's TIP Position: Q4 2025 in Review

WMG Financial Advisors sold out of iShares TIPS Bond ETF (TIP) in Q4 2025, closing a stake of 1,800 shares — an estimated $200K sold.

WMG Financial Advisors first reported a position in TIP in Q4 2021 and held it in 13 quarters. The position peaked at $321K in Q1 2022. 1,007 funds tracked by Wall St. Rank hold TIP as of Q4 2025.

  • WMG Financial Advisors reported no remaining iShares TIPS Bond ETF position as of Q4 2025 after selling out during the quarter.
  • WMG Financial Advisors sold 1,800 iShares TIPS Bond ETF shares in Q4 2025, an estimated $200K.
  • WMG Financial Advisors first reported a position in iShares TIPS Bond ETF in Q4 2021 and held it in 13 quarters.
  • WMG Financial Advisors's iShares TIPS Bond ETF position peaked at $321K in Q1 2022.
  • 1,007 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2025.

Based on WMG Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.