AWM
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Accel Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History

Accel Wealth 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
Q4 		– Sell
-2,045
Closed -$226K – 266
2024
Q3 		$226K Sell
2,045
-966
-32% -$105K 0.08% 221
2024
Q2 		$322K Sell
3,011
-577
-16% -$61.4K 0.13% 164
2024
Q1 		$385K Sell
3,588
-331
-8% -$35.4K 0.16% 131
2023
Q4 		$421K Sell
3,919
-6,026
-61% -$630K 0.21% 116
2023
Q3 		$1.03M Sell
9,945
-33
-0.3% -$3.49K 0.57% 48
2023
Q2 		$1.07M Buy
9,978
+1,102
+12% +$120K 0.59% 50
2023
Q1 		$979K Sell
8,876
-733
-8% -$79.3K 0.4% 64
2022
Q4 		$1.02M Sell
9,609
-2,492
-21% -$266K 0.49% 53
2022
Q3 		$1.29M Buy
12,101
+1,101
+10% +$125K 0.69% 40
2022
Q2 		$1.26M Sell
11,000
-382
-3% -$45.3K 0.72% 38
2022
Q1 		$1.4M Buy
11,382
+1,089
+11% +$137K 0.72% 40
2021
Q4 		$1.33M Buy
10,293
+1,434
+16% +$185K 0.65% 46
2021
Q3 		$1.13M Buy
8,859
+1,713
+24% +$221K 0.73% 41
2021
Q2 		$915K Buy
7,146
+109
+2% +$13.8K 0.61% 41
2021
Q1 		$883K Buy
7,037
+1,180
+20% +$149K 0.72% 33
2020
Q4 		$748K Buy
+5,857
New +$739K 0.7% 32

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return

Accel Wealth Management's TIP Position: Q4 2024 in Review

Accel Wealth Management sold out of iShares TIPS Bond ETF (TIP) in Q4 2024, closing a stake of 2,045 shares — an estimated $226K sold.

Accel Wealth Management first reported a position in TIP in Q4 2020 and held it in 16 quarters. The position peaked at $1.4M in Q1 2022. 1,016 funds tracked by Wall St. Rank hold TIP as of Q4 2024.

  • Accel Wealth Management reported no remaining iShares TIPS Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Accel Wealth Management sold 2,045 iShares TIPS Bond ETF shares in Q4 2024, an estimated $226K.
  • Accel Wealth Management first reported a position in iShares TIPS Bond ETF in Q4 2020 and held it in 16 quarters.
  • Accel Wealth Management's iShares TIPS Bond ETF position peaked at $1.4M in Q1 2022.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2024.

Based on Accel Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.