Bard Associates’s iShares TIPS Bond ETF TIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-1,980
| Closed | -$218K | – | 175 |
|
|
2025
Q2 | $218K | Hold |
1,980
| – | – | 0.07% | 148 |
|
|
2025
Q1 | $220K | Hold |
1,980
| – | – | 0.08% | 149 |
|
|
2024
Q4 | $211K | Buy |
+1,980
| New | +$214K | 0.07% | 155 |
|
|
2024
Q3 | – | Sell |
-2,480
| Closed | -$265K | – | 181 |
|
|
2024
Q2 | $265K | Hold |
2,480
| – | – | 0.1% | 145 |
|
|
2024
Q1 | $266K | Hold |
2,480
| – | – | 0.1% | 145 |
|
|
2023
Q4 | $267K | Hold |
2,480
| – | – | 0.1% | 145 |
|
|
2023
Q3 | $257K | Hold |
2,480
| – | – | 0.11% | 147 |
|
|
2023
Q2 | $267K | Hold |
2,480
| – | – | 0.1% | 147 |
|
|
2023
Q1 | $273K | Hold |
2,480
| – | – | 0.11% | 144 |
|
|
2022
Q4 | $264K | Hold |
2,480
| – | – | 0.11% | 146 |
|
|
2022
Q3 | $260K | Hold |
2,480
| – | – | 0.12% | 142 |
|
|
2022
Q2 | $282K | Hold |
2,480
| – | – | 0.12% | 140 |
|
|
2022
Q1 | $309K | Sell |
2,480
-50
| -2% | -$6.29K | 0.11% | 147 |
|
|
2021
Q4 | $327K | Hold |
2,530
| – | – | 0.11% | 146 |
|
|
2021
Q3 | $323K | Hold |
2,530
| – | – | 0.11% | 146 |
|
|
2021
Q2 | $324K | Hold |
2,530
| – | – | 0.11% | 140 |
|
|
2021
Q1 | $318K | Hold |
2,530
| – | – | 0.11% | 133 |
|
|
2020
Q4 | $323K | Hold |
2,530
| – | – | 0.13% | 125 |
|
|
2020
Q3 | $320K | Hold |
2,530
| – | – | 0.17% | 117 |
|
|
2020
Q2 | $311K | Sell |
2,530
-280
| -10% | -$34K | 0.17% | 115 |
|
|
2020
Q1 | $331K | Hold |
2,810
| – | – | 0.24% | 102 |
|
|
2019
Q4 | $328K | Sell |
2,810
-30
| -1% | -$3.49K | 0.17% | 120 |
|
|
2019
Q3 | $330K | Sell |
2,840
-100
| -3% | -$11.6K | 0.17% | 123 |
|
|
2019
Q2 | $340K | Sell |
2,940
-600
| -17% | -$68.2K | 0.17% | 121 |
|
|
2019
Q1 | $400K | Sell |
3,540
-400
| -10% | -$44.4K | 0.2% | 115 |
|
|
2018
Q4 | $431K | Hold |
3,940
| – | – | 0.25% | 109 |
|
|
2018
Q3 | $436K | Hold |
3,940
| – | – | 0.2% | 120 |
|
|
2018
Q2 | $445K | Sell |
3,940
-200
| -5% | -$22.4K | 0.21% | 124 |
|
|
2018
Q1 | $468K | Hold |
4,140
| – | – | 0.23% | 113 |
|
|
2017
Q4 | $472K | Hold |
4,140
| – | – | 0.23% | 116 |
|
|
2017
Q3 | $470K | Sell |
4,140
-1,100
| -21% | -$125K | 0.22% | 114 |
|
|
2017
Q2 | $594K | Hold |
5,240
| – | – | 0.27% | 108 |
|
|
2017
Q1 | $601K | Hold |
5,240
| – | – | 0.28% | 110 |
|
|
2016
Q4 | $593K | Hold |
5,240
| – | – | 0.28% | 103 |
|
|
2016
Q3 | $610K | Hold |
5,240
| – | – | 0.3% | 102 |
|
|
2016
Q2 | $611K | Hold |
5,240
| – | – | 0.32% | 100 |
|
|
2016
Q1 | $601K | Hold |
5,240
| – | – | 0.35% | 97 |
|
|
2015
Q4 | $575K | Sell |
5,240
-210
| -4% | -$23.2K | 0.34% | 95 |
|
|
2015
Q3 | $603K | Sell |
5,450
-200
| -4% | -$22.3K | 0.35% | 94 |
|
|
2015
Q2 | $633K | Sell |
5,650
-200
| -3% | -$22.6K | 0.31% | 94 |
|
|
2015
Q1 | $665K | Sell |
5,850
-375
| -6% | -$42.5K | 0.32% | 95 |
|
|
2014
Q4 | $697K | Hold |
6,225
| – | – | 0.33% | 97 |
|
|
2014
Q3 | $698K | Buy |
+6,225
| New | +$712K | 0.33% | 99 |
|
Other funds holding TIP
SLI
Bard Associates's TIP Position: Q3 2025 in Review
Bard Associates sold out of iShares TIPS Bond ETF (TIP) in Q3 2025, closing a stake of 1,980 shares — an estimated $218K sold.
Bard Associates first reported a position in TIP in Q3 2014 and held it in 43 quarters. The position peaked at $698K in Q3 2014. 961 funds tracked by Wall St. Rank hold TIP as of Q3 2025.
- Bard Associates reported no remaining iShares TIPS Bond ETF position as of Q3 2025 after selling out during the quarter.
- Bard Associates sold 1,980 iShares TIPS Bond ETF shares in Q3 2025, an estimated $218K.
- Bard Associates first reported a position in iShares TIPS Bond ETF in Q3 2014 and held it in 43 quarters.
- Bard Associates's iShares TIPS Bond ETF position peaked at $698K in Q3 2014.
- 961 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2025.
Based on Bard Associates's 13F filing for Q3 2025, filed 14 Nov 2025.