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TIP icon

Bellwether Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Bellwether 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
2025
Q3 		– Sell
-7
Closed -$770 – 524
2025
Q2 		$770 Hold
7
– – ﹤0.01% 539
2025
Q1 		$778 Hold
7
– – ﹤0.01% 473
2024
Q4 		$746 Buy
+7
New +$758 ﹤0.01% 481
2023
Q2 		– Sell
-7
Closed -$771 – 425
2023
Q1 		$771 Hold
7
– – ﹤0.01% 378
2022
Q4 		$745 Hold
7
– – ﹤0.01% 390
2022
Q3 		$0 Hold
7
– – ﹤0.01% 540
2022
Q2 		$0 Hold
7
– – ﹤0.01% 574
2022
Q1 		$0 Hold
7
– – ﹤0.01% 629
2021
Q4 		$0 Hold
7
– – ﹤0.01% 620
2021
Q3 		$0 Hold
7
– – ﹤0.01% 629
2021
Q2 		$0 Hold
7
– – ﹤0.01% 481
2021
Q1 		$0 Buy
+7
New +$886 ﹤0.01% 429

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $564B 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 $376B AUM 19.32% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return