CPP
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Capasso Planning Partners’s iShares TIPS Bond ETF TIP Stock Holding History

Capasso Planning 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
2024
Q4 		– Sell
-3,144
Closed -$347K – 143
2024
Q3 		$347K Buy
+3,144
New +$342K 0.1% 112
2023
Q1 		– Sell
-1,917
Closed -$204K – 107
2022
Q4 		$204K Buy
1,917
+7
+0.4% +$748 0.13% 95
2022
Q3 		$200K Sell
1,910
-32
-2% -$3.62K 0.14% 84
2022
Q2 		$221K Buy
1,942
+135
+7% +$16K 0.16% 78
2022
Q1 		$225K Buy
1,807
+59
+3% +$7.42K 0.16% 79
2021
Q4 		$226K Buy
+1,748
New +$225K 0.17% 73

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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 $377B AUM 19.32% 1-Year Est. Return

Capasso Planning Partners's TIP Position: Q4 2024 in Review

Capasso Planning Partners sold out of iShares TIPS Bond ETF (TIP) in Q4 2024, closing a stake of 3,144 shares — an estimated $347K sold.

Capasso Planning Partners first reported a position in TIP in Q4 2021 and held it in 6 quarters. The position peaked at $347K in Q3 2024. 1,013 funds tracked by Wall St. Rank hold TIP as of Q4 2024.

  • Capasso Planning Partners reported no remaining iShares TIPS Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Capasso Planning Partners sold 3,144 iShares TIPS Bond ETF shares in Q4 2024, an estimated $347K.
  • Capasso Planning Partners first reported a position in iShares TIPS Bond ETF in Q4 2021 and held it in 6 quarters.
  • Capasso Planning Partners's iShares TIPS Bond ETF position peaked at $347K in Q3 2024.
  • 1,013 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2024.

Based on Capasso Planning Partners's 13F filing for Q4 2024, filed 10 Feb 2025.