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

Berger 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
-2,657
Closed -$294K – 432
2024
Q3 		$294K Buy
2,657
+3
+0.1% +$326 0.02% 310
2024
Q2 		$283K Buy
2,654
+9
+0.3% +$957 0.02% 296
2024
Q1 		$284K Buy
2,645
+9
+0.3% +$962 0.02% 285
2023
Q4 		$283K Buy
2,636
+265
+11% +$27.7K 0.03% 241
2023
Q3 		$246K Sell
2,371
-1,012
-30% -$107K 0.03% 242
2023
Q2 		$364K Sell
3,383
-6
-0.2% -$653 0.04% 195
2023
Q1 		$374K Sell
3,389
-903
-21% -$97.7K 0.05% 183
2022
Q4 		$457K Buy
+4,292
New +$458K 0.06% 161
2022
Q3 		– Sell
-4,341
Closed -$494K – 257
2022
Q2 		$494K Buy
4,341
+16
+0.4% +$1.9K 0.07% 142
2022
Q1 		$539K Sell
4,325
-129
-3% -$16.2K 0.07% 141
2021
Q4 		$575K Buy
4,454
+1,418
+47% +$183K 0.08% 140
2021
Q3 		$388K Sell
3,036
-393
-11% -$50.7K 0.07% 136
2021
Q2 		$439K Sell
3,429
-595
-15% -$75.6K 0.08% 128
2021
Q1 		$505K Sell
4,024
-198,900
-98% -$25.2M 0.11% 109
2020
Q4 		$25.9M Buy
+202,924
New +$25.6M 4.52% 2

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

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

Berger Financial Group sold out of iShares TIPS Bond ETF (TIP) in Q4 2024, closing a stake of 2,657 shares — an estimated $294K sold.

Berger Financial Group first reported a position in TIP in Q4 2020 and held it in 15 quarters. The position peaked at $25.9M in Q4 2020. 1,016 funds tracked by Wall St. Rank hold TIP as of Q4 2024.

  • Berger Financial Group reported no remaining iShares TIPS Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Berger Financial Group sold 2,657 iShares TIPS Bond ETF shares in Q4 2024, an estimated $294K.
  • Berger Financial Group first reported a position in iShares TIPS Bond ETF in Q4 2020 and held it in 15 quarters.
  • Berger Financial Group's iShares TIPS Bond ETF position peaked at $25.9M in Q4 2020.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2024.

Based on Berger Financial Group's 13F filing for Q4 2024, filed 14 Feb 2025.