BIP
TIP icon

Blueprint Investment Partners’s iShares TIPS Bond ETF TIP Stock Holding History

Blueprint Investment Partners’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
2023
Q4 		– Sell
-2,069
Closed -$215K – 149
2023
Q3 		$215K Buy
+2,069
New +$219K 0.07% 106
2023
Q2 		– Sell
-1,914
Closed -$211K – 232
2023
Q1 		$211K Sell
1,914
-2,890
-60% -$313K 0.05% 220
2022
Q4 		$511K Buy
+4,804
New +$513K 0.11% 127
2022
Q3 		– Sell
-3,868
Closed -$441K – 184
2022
Q2 		$441K Sell
3,868
-5,413
-58% -$642K 0.12% 87
2022
Q1 		$1.12M Sell
9,281
-27,460
-75% -$3.45M 0.29% 71
2021
Q4 		$4.75M Sell
36,741
-3,475
-9% -$448K 1.17% 25
2021
Q3 		$5.13M Buy
40,216
+19,523
+94% +$2.52M 2.56% 11
2021
Q2 		$2.65M Buy
20,693
+3,728
+22% +$474K 2.12% 12
2021
Q1 		$2.13M Buy
16,965
+16,949
+105,931% +$2.15M 1.66% 13
2020
Q4 		$2.04K Sell
16
-15,993
-100% -$2.02M 1.65% 17
2020
Q3 		$2.04M Sell
16,009
-11,112
-41% -$1.4M 1.61% 17
2020
Q2 		$3.34M Buy
27,121
+7,378
+37% +$897K 2.13% 16
2020
Q1 		$2.33M Buy
+19,743
New +$2.33M 2.37% 12

Other funds holding TIP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Blueprint Investment Partners's TIP Position: Q4 2023 in Review

Blueprint Investment Partners sold out of iShares TIPS Bond ETF (TIP) in Q4 2023, closing a stake of 2,069 shares — an estimated $215K sold.

Blueprint Investment Partners first reported a position in TIP in Q1 2020 and held it in 13 quarters. The position peaked at $5.13M in Q3 2021. 1,101 funds tracked by Wall St. Rank hold TIP as of Q4 2023.

  • Blueprint Investment Partners reported no remaining iShares TIPS Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Blueprint Investment Partners sold 2,069 iShares TIPS Bond ETF shares in Q4 2023, an estimated $215K.
  • Blueprint Investment Partners first reported a position in iShares TIPS Bond ETF in Q1 2020 and held it in 13 quarters.
  • Blueprint Investment Partners's iShares TIPS Bond ETF position peaked at $5.13M in Q3 2021.
  • 1,101 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2023.

Based on Blueprint Investment Partners's 13F filing for Q4 2023, filed 13 Feb 2024.