AIM
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Acropolis Investment Management’s iShares TIPS Bond ETF TIP Stock Holding History

Acropolis Investment 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
-962
Closed -$103K – 304
2024
Q2 		$103K Hold
962
– – 0.01% 287
2024
Q1 		$103K Hold
962
– – 0.01% 280
2023
Q4 		$103K Buy
+962
New +$101K 0.01% 277
2023
Q3 		– Sell
-1,312
Closed -$141K – 279
2023
Q2 		$141K Sell
1,312
-255
-16% -$27.8K 0.01% 226
2023
Q1 		$173K Sell
1,567
-57
-4% -$6.17K 0.01% 207
2022
Q4 		$173K Sell
1,624
-470
-22% -$50.2K 0.02% 200
2022
Q3 		$220K Sell
2,094
-3,330
-61% -$377K 0.02% 178
2022
Q2 		$618K Sell
5,424
-2,095
-28% -$248K 0.06% 112
2022
Q1 		$937K Sell
7,519
-80
-1% -$10.1K 0.09% 94
2021
Q4 		$982K Buy
7,599
+1,360
+22% +$175K 0.09% 88
2021
Q3 		$795K Buy
6,239
+1,775
+40% +$229K 0.09% 93
2021
Q2 		$571K Buy
4,464
+390
+10% +$49.5K 0.06% 118
2021
Q1 		$511K Buy
4,074
+1,090
+37% +$138K 0.05% 116
2020
Q4 		$381K Hold
2,984
– – 0.04% 125
2020
Q3 		$377K Hold
2,984
– – 0.05% 123
2020
Q2 		$367K Sell
2,984
-132
-4% -$16K 0.05% 117
2020
Q1 		$367K Buy
3,116
+170
+6% +$20K 0.06% 108
2019
Q4 		$343K Sell
2,946
-38
-1% -$4.42K 0.05% 116
2019
Q3 		$347K Sell
2,984
-225
-7% -$26.1K 0.05% 112
2019
Q2 		$371K Sell
3,209
-134
-4% -$15.2K 0.06% 100
2019
Q1 		$378K Hold
3,343
– – 0.06% 98
2018
Q4 		$366K Sell
3,343
-1,606
-32% -$175K 0.06% 98
2018
Q3 		$547K Sell
4,949
-2,412
-33% -$269K 0.09% 79
2018
Q2 		$831K Sell
7,361
-1,058
-13% -$119K 0.14% 64
2018
Q1 		$952K Hold
8,419
– – 0.15% 67
2017
Q4 		$960K Buy
8,419
+669
+9% +$76.1K 0.15% 64
2017
Q3 		$880K Buy
7,750
+7
+0.1% +$797 0.14% 65
2017
Q2 		$878K Sell
7,743
-300
-4% -$34.3K 0.15% 67
2017
Q1 		$922K Sell
8,043
-3,129
-28% -$356K 0.16% 67
2016
Q4 		$1.26M Sell
11,172
-3,472
-24% -$396K 0.23% 53
2016
Q3 		$1.71M Sell
14,644
-10,183
-41% -$1.18M 0.32% 41
2016
Q2 		$2.9M Sell
24,827
-101,179
-80% -$11.6M 0.55% 22
2016
Q1 		$14.4M Sell
126,006
-100,288
-44% -$11.2M 2.78% 9
2015
Q4 		$24.8M Buy
226,294
+7,642
+3% +$845K 4.94% 6
2015
Q3 		$24.2M Sell
218,652
-1,553
-0.7% -$173K 4.99% 6
2015
Q2 		$24.7M Buy
220,205
+3,512
+2% +$397K 4.83% 6
2015
Q1 		$24.6M Buy
216,693
+2,150
+1% +$244K 4.6% 6
2014
Q4 		$24M Buy
214,543
+5,282
+3% +$596K 4.66% 6
2014
Q3 		$23.5M Buy
209,261
+12,616
+6% +$1.44M 4.68% 6
2014
Q2 		$22.7M Buy
196,645
+4,449
+2% +$507K 4.58% 6
2014
Q1 		$21.5M Buy
192,196
+5,646
+3% +$632K 4.41% 6
2013
Q4 		$20.5M Buy
186,550
+2,869
+2% +$320K 4.43% 6
2013
Q3 		$20.7M Sell
183,681
-9,627
-5% -$1.07M 4.32% 6
2013
Q2 		$21.7M Buy
+193,308
New +$22.9M 4.69% 5

Other funds holding TIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Man Group
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

Acropolis Investment Management's TIP Position: Q3 2024 in Review

Acropolis Investment Management sold out of iShares TIPS Bond ETF (TIP) in Q3 2024, closing a stake of 962 shares — an estimated $103K sold.

Acropolis Investment Management first reported a position in TIP in Q2 2013 and held it in 44 quarters. The position peaked at $24.8M in Q4 2015. 962 funds tracked by Wall St. Rank hold TIP as of Q3 2024.

  • Acropolis Investment Management reported no remaining iShares TIPS Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Acropolis Investment Management sold 962 iShares TIPS Bond ETF shares in Q3 2024, an estimated $103K.
  • Acropolis Investment Management first reported a position in iShares TIPS Bond ETF in Q2 2013 and held it in 44 quarters.
  • Acropolis Investment Management's iShares TIPS Bond ETF position peaked at $24.8M in Q4 2015.
  • 962 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2024.

Based on Acropolis Investment Management's 13F filing for Q3 2024, filed 31 Oct 2024.