1832 Asset Management’s iShares TIPS Bond ETF TIP Stock Holding History

1832 Asset Management’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
2024 Q3	–	Sell	-120	Closed	-$12.8K	–	901
2024 Q2	$12.8K	Hold	120	–	–	﹤0.01%	753
2024 Q1	$12.9K	Hold	120	–	–	﹤0.01%	745
2023 Q4	$12.9K	Buy	+120	New	+$12.5K	﹤0.01%	737
2019 Q4	–	Sell	-833	Closed	-$97K	–	741
2019 Q3	$97K	Hold	833	–	–	﹤0.01%	544
2019 Q2	$96K	Hold	833	–	–	﹤0.01%	559
2019 Q1	$94K	Hold	833	–	–	﹤0.01%	486
2018 Q4	$91K	Hold	833	–	–	﹤0.01%	469
2018 Q3	$92K	Hold	833	–	–	﹤0.01%	527
2018 Q2	$93K	Hold	833	–	–	﹤0.01%	488
2018 Q1	$94K	Hold	833	–	–	﹤0.01%	496
2017 Q4	$95K	Hold	833	–	–	﹤0.01%	507
2017 Q3	$94K	Hold	833	–	–	﹤0.01%	548
2017 Q2	$95K	Hold	833	–	–	﹤0.01%	519
2017 Q1	$96K	Hold	833	–	–	﹤0.01%	562
2016 Q4	$95K	Hold	833	–	–	﹤0.01%	548
2016 Q3	$97K	Hold	833	–	–	﹤0.01%	523
2016 Q2	$98K	Hold	833	–	–	﹤0.01%	490
2016 Q1	$95K	Buy	+833	New	+$93.1K	﹤0.01%	470
2015 Q4	–	Sell	-833	Closed	-$92.1K	–	491
2015 Q3	$93K	Hold	833	–	–	﹤0.01%	479
2015 Q2	$93K	Hold	833	–	–	﹤0.01%	513
2015 Q1	$95K	Hold	833	–	–	﹤0.01%	474
2014 Q4	$93K	Hold	833	–	–	﹤0.01%	488
2014 Q3	$93K	Hold	833	–	–	﹤0.01%	490
2014 Q2	$96K	Hold	833	–	–	﹤0.01%	485
2014 Q1	$93K	Buy	+833	New	+$93.2K	﹤0.01%	493

Other funds holding TIP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

1832 Asset Management's TIP Position: Q3 2024 in Review

1832 Asset Management sold out of iShares TIPS Bond ETF (TIP) in Q3 2024, closing a stake of 120 shares — an estimated $12.8K sold.

1832 Asset Management first reported a position in TIP in Q1 2014 and held it in 25 quarters. The position peaked at $98K in Q2 2016. 962 funds tracked by Wall St. Rank hold TIP as of Q3 2024.

1832 Asset Management reported no remaining iShares TIPS Bond ETF position as of Q3 2024 after selling out during the quarter.
1832 Asset Management sold 120 iShares TIPS Bond ETF shares in Q3 2024, an estimated $12.8K.
1832 Asset Management first reported a position in iShares TIPS Bond ETF in Q1 2014 and held it in 25 quarters.
1832 Asset Management's iShares TIPS Bond ETF position peaked at $98K in Q2 2016.
962 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2024.

Based on 1832 Asset Management's 13F filing for Q3 2024, filed 13 Nov 2024.