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Acorn Wealth Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Acorn Wealth 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
2024
Q4 		– Sell
-2,048
Closed -$226K – 245
2024
Q3 		$226K Sell
2,048
-13
-0.6% -$1.41K 0.1% 204
2024
Q2 		$220K Buy
2,061
+5
+0.2% +$532 0.11% 187
2024
Q1 		$221K Sell
2,056
-98
-5% -$10.5K 0.12% 186
2023
Q4 		$232K Sell
2,154
-131
-6% -$13.7K 0.14% 166
2023
Q3 		$237K Sell
2,285
-1,739
-43% -$184K 0.16% 153
2023
Q2 		$433K Buy
4,024
+20
+0.5% +$2.18K 0.3% 84
2023
Q1 		$441K Sell
4,004
-25
-0.6% -$2.71K 0.33% 75
2022
Q4 		$429K Sell
4,029
-402
-9% -$42.9K 0.33% 75
2022
Q3 		$465K Sell
4,431
-923
-17% -$105K 0.38% 64
2022
Q2 		$610K Sell
5,354
-81
-1% -$9.61K 0.48% 48
2022
Q1 		$677K Buy
5,435
+1,225
+29% +$154K 0.47% 47
2021
Q4 		$544K Buy
4,210
+223
+6% +$28.8K 0.35% 70
2021
Q3 		$509K Sell
3,987
-319
-7% -$41.1K 0.36% 68
2021
Q2 		$551K Sell
4,306
-50
-1% -$6.35K 0.38% 62
2021
Q1 		$547K Buy
4,356
+1,147
+36% +$145K 0.39% 63
2020
Q4 		$410K Sell
3,209
-59
-2% -$7.44K 0.32% 73
2020
Q3 		$413K Buy
3,268
+399
+14% +$50.1K 0.36% 57
2020
Q2 		$353K Buy
+2,869
New +$349K 0.33% 61
2018
Q3 		– Sell
-1,192
Closed -$134K – 406
2018
Q2 		$134K Sell
1,192
-18
-1% -$2.02K 0.11% 146
2018
Q1 		$136K Buy
1,210
+83
+7% +$9.34K 0.12% 142
2017
Q4 		$128K Buy
+1,127
New +$128K 0.12% 141

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 22.9% 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

Acorn Wealth Advisors's TIP Position: Q4 2024 in Review

Acorn Wealth Advisors sold out of iShares TIPS Bond ETF (TIP) in Q4 2024, closing a stake of 2,048 shares — an estimated $226K sold.

Acorn Wealth Advisors first reported a position in TIP in Q4 2017 and held it in 21 quarters. The position peaked at $677K in Q1 2022. 1,016 funds tracked by Wall St. Rank hold TIP as of Q4 2024.

  • Acorn Wealth Advisors reported no remaining iShares TIPS Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Acorn Wealth Advisors sold 2,048 iShares TIPS Bond ETF shares in Q4 2024, an estimated $226K.
  • Acorn Wealth Advisors first reported a position in iShares TIPS Bond ETF in Q4 2017 and held it in 21 quarters.
  • Acorn Wealth Advisors's iShares TIPS Bond ETF position peaked at $677K in Q1 2022.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2024.

Based on Acorn Wealth Advisors's 13F filing for Q4 2024, filed 4 Feb 2025.