BFG
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Beacon Financial Group’s iShares TIPS Bond ETF TIP Stock Holding History

Beacon Financial Group’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
-2,027
Closed -$224K – 340
2024
Q3 		$224K Sell
2,027
-11,613
-85% -$1.26M 0.02% 304
2024
Q2 		$1.46M Buy
13,640
+4,218
+45% +$448K 0.17% 134
2024
Q1 		$1.01M Buy
9,422
+2,235
+31% +$239K 0.12% 154
2023
Q4 		$773K Buy
+7,187
New +$751K 0.09% 168

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

Beacon Financial Group's TIP Position: Q4 2024 in Review

Beacon Financial Group sold out of iShares TIPS Bond ETF (TIP) in Q4 2024, closing a stake of 2,027 shares — an estimated $224K sold.

Beacon Financial Group first reported a position in TIP in Q4 2023 and held it in 4 quarters. The position peaked at $1.46M in Q2 2024. 1,016 funds tracked by Wall St. Rank hold TIP as of Q4 2024.

  • Beacon Financial Group reported no remaining iShares TIPS Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Beacon Financial Group sold 2,027 iShares TIPS Bond ETF shares in Q4 2024, an estimated $224K.
  • Beacon Financial Group first reported a position in iShares TIPS Bond ETF in Q4 2023 and held it in 4 quarters.
  • Beacon Financial Group's iShares TIPS Bond ETF position peaked at $1.46M in Q2 2024.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2024.

Based on Beacon Financial Group's 13F filing for Q4 2024, filed 29 Jan 2025.