BAM
TIP icon

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

BTS 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
-4,165
Closed -$463K – 50
2025
Q1 		$463K Buy
+4,165
New +$452K 0.52% 12
2024
Q3 		– Sell
-2,999
Closed -$320K – 38
2024
Q2 		$320K Buy
+2,999
New +$319K 0.3% 18
2020
Q4 		$179K Hold
1,404
– – 0.04% 20
2020
Q3 		$177K Buy
1,404
+832
+145% +$105K 2.06% 15
2020
Q2 		$70K Buy
572
+255
+80% +$31K 0.02% 19
2020
Q1 		$37K Buy
317
+116
+58% +$13.7K 0.71% 15
2019
Q4 		$23K Hold
201
– – ﹤0.01% 19
2019
Q3 		$23K Hold
201
– – ﹤0.01% 17
2019
Q2 		$23K Buy
+201
New +$22.9K 0.03% 17

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
HSBC Holdings
HSBC Holdings London, United Kingdom $168B AUM 27.2% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return