Bellevue Asset Management’s iShares TIPS Bond ETF TIP Stock Holding History

Bellevue Asset 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
2025 Q2	–	Sell	-30	Closed	-$3.33K	–	486
2025 Q1	$3.33K	Sell	30 -137	-82%	-$14.9K	﹤0.01%	373
2024 Q4	$17.8K	Buy	167 +87	+109%	+$9.42K	0.01%	244
2024 Q3	$3.31K	Hold	80	–	–	﹤0.01%	365
2024 Q2	$8.54K	Hold	80	–	–	﹤0.01%	275
2024 Q1	$8.59K	Hold	80	–	–	﹤0.01%	264
2023 Q4	$8.6K	Hold	80	–	–	0.01%	267
2023 Q3	$8.3K	Sell	80 -50	-38%	-$5.29K	0.01%	266
2023 Q2	$14K	Hold	130	–	–	0.01%	245
2023 Q1	$14.3K	Hold	130	–	–	0.01%	247
2022 Q4	$13.8K	Hold	130	–	–	0.01%	253
2022 Q3	$14K	Hold	130	–	–	0.01%	261
2022 Q2	$15K	Hold	130	–	–	0.01%	264
2022 Q1	$16K	Hold	130	–	–	0.01%	277
2021 Q4	$17K	Hold	130	–	–	0.01%	288
2021 Q3	$17K	Hold	130	–	–	0.01%	297
2021 Q2	$17K	Hold	130	–	–	0.01%	296
2021 Q1	$16K	Hold	130	–	–	0.01%	310
2020 Q4	$17K	Hold	130	–	–	0.01%	298
2020 Q3	$16K	Sell	130 -50	-28%	-$6.28K	0.01%	288
2020 Q2	$22K	Hold	180	–	–	0.02%	259
2020 Q1	$22K	Hold	180	–	–	0.02%	256
2019 Q4	$21K	Buy	+180	New	+$20.9K	0.02%	251

Other funds holding TIP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Bellevue Asset Management's TIP Position: Q2 2025 in Review

Bellevue Asset Management sold out of iShares TIPS Bond ETF (TIP) in Q2 2025, closing a stake of 30 shares — an estimated $3.33K sold.

Bellevue Asset Management first reported a position in TIP in Q4 2019 and held it in 22 quarters. The position peaked at $22K in Q2 2020. 978 funds tracked by Wall St. Rank hold TIP as of Q2 2025.

Bellevue Asset Management reported no remaining iShares TIPS Bond ETF position as of Q2 2025 after selling out during the quarter.
Bellevue Asset Management sold 30 iShares TIPS Bond ETF shares in Q2 2025, an estimated $3.33K.
Bellevue Asset Management first reported a position in iShares TIPS Bond ETF in Q4 2019 and held it in 22 quarters.
Bellevue Asset Management's iShares TIPS Bond ETF position peaked at $22K in Q2 2020.
978 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2025.

Based on Bellevue Asset Management's 13F filing for Q2 2025, filed 23 Jul 2025.