AR
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Apeiron RIA’s iShares TIPS Bond ETF TIP Stock Holding History

Apeiron RIA’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
-3,072
Closed -$339K – 219
2024
Q3 		$339K Sell
3,072
-918
-23% -$99.7K 0.1% 152
2024
Q2 		$426K Sell
3,990
-601
-13% -$63.9K 0.13% 129
2024
Q1 		$493K Sell
4,591
-3,988
-46% -$426K 0.14% 116
2023
Q4 		$922K Sell
8,579
-2,569
-23% -$269K 0.29% 67
2023
Q3 		$1.16M Buy
11,148
+5,900
+112% +$624K 0.39% 49
2023
Q2 		$565K Sell
5,248
-291
-5% -$31.7K 0.19% 88
2023
Q1 		$611K Sell
5,539
-873
-14% -$94.5K 0.21% 79
2022
Q4 		$682K Sell
6,412
-996
-13% -$106K 0.26% 74
2022
Q3 		$781K Sell
7,408
-36,664
-83% -$4.15M 0.36% 58
2022
Q2 		$1.28K Buy
44,072
+809
+2% +$95.9K 0.36% 29
2022
Q1 		$5.25M Buy
43,263
+5,121
+13% +$644K 2.5% 12
2021
Q4 		$4.93M Buy
+38,142
New +$4.92M 2.02% 15

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Apeiron RIA's TIP Position: Q4 2024 in Review

Apeiron RIA sold out of iShares TIPS Bond ETF (TIP) in Q4 2024, closing a stake of 3,072 shares — an estimated $339K sold.

Apeiron RIA first reported a position in TIP in Q4 2021 and held it in 12 quarters. The position peaked at $5.25M in Q1 2022. 1,013 funds tracked by Wall St. Rank hold TIP as of Q4 2024.

  • Apeiron RIA reported no remaining iShares TIPS Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Apeiron RIA sold 3,072 iShares TIPS Bond ETF shares in Q4 2024, an estimated $339K.
  • Apeiron RIA first reported a position in iShares TIPS Bond ETF in Q4 2021 and held it in 12 quarters.
  • Apeiron RIA's iShares TIPS Bond ETF position peaked at $5.25M in Q1 2022.
  • 1,013 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2024.

Based on Apeiron RIA's 13F filing for Q4 2024, filed 17 Jan 2025.