Alera Investment Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Alera Investment 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 Q3	$2.55M	Sell	23,096 -998	-4%	-$108K	0.3%	46
2024 Q2	$2.57M	Sell	24,094 -135,539	-85%	-$14.4M	0.31%	48
2024 Q1	$17.1M	Sell	159,633 -12,279	-7%	-$1.31M	2.32%	9
2023 Q4	$18.5M	Buy	+171,912	New	+$18M	2.42%	10
2023 Q2	–	Sell	-3,062	Closed	-$338K	–	180
2023 Q1	$338K	Buy	3,062 +214	+8%	+$23.2K	0.08%	141
2022 Q4	$303K	Buy	2,848 +63	+2%	+$6.73K	0.07%	146
2022 Q3	$292K	Buy	+2,785	New	+$315K	0.08%	143
2019 Q2	–	Sell	-471	Closed	-$53K	–	909
2019 Q1	$53K	Buy	471 +17	+4%	+$1.89K	0.03%	162
2018 Q4	$50K	Buy	+454	New	+$49.6K	0.03%	174

Other funds holding TIP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

Alera Investment Advisors's TIP Position: Q3 2024 in Review

Alera Investment Advisors reduced its iShares TIPS Bond ETF (TIP) stake by 4.1% in Q3 2024, selling an estimated $108K and leaving 23,096 shares worth $2.55M. The position accounts for 0.3% of the portfolio, ranked #46.

Alera Investment Advisors first reported a position in TIP in Q4 2018 and has held it in 9 quarters since. The position peaked at $18.5M in Q4 2023. 960 funds tracked by Wall St. Rank hold TIP as of Q3 2024.

Alera Investment Advisors held 23,096 shares of iShares TIPS Bond ETF worth $2.55M as of Q3 2024.
Alera Investment Advisors sold 998 iShares TIPS Bond ETF shares in Q3 2024, an estimated $108K.
iShares TIPS Bond ETF made up 0.3% of Alera Investment Advisors's portfolio in Q3 2024, its #46 holding.
Alera Investment Advisors first reported a position in iShares TIPS Bond ETF in Q4 2018 and has held it in 9 quarters since.
Alera Investment Advisors's iShares TIPS Bond ETF position peaked at $18.5M in Q4 2023.
960 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.