Castleview Partners’s iShares TIPS Bond ETF TIP Stock Holding History

Castleview 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
2025 Q1	–	Sell	-4,663	Closed	-$498K	–	525
2024 Q4	$498K	Sell	4,663 -560	-11%	-$60.6K	0.27%	93
2024 Q3	$577K	Sell	5,223 -346	-6%	-$37.6K	0.33%	68
2024 Q2	$595K	Sell	5,569 -1,848	-25%	-$196K	0.34%	68
2024 Q1	$797K	Sell	7,417 -257	-3%	-$27.5K	0.44%	53
2023 Q4	$825K	Buy	7,674 +7,643	+24,655%	+$799K	0.58%	33
2023 Q3	$3.25K	Buy	31 +21	+210%	+$2.22K	﹤0.01%	518
2023 Q2	$1.08K	Hold	10	–	–	﹤0.01%	629
2023 Q1	$1.1K	Hold	10	–	–	﹤0.01%	608
2022 Q4	$1.06K	Hold	10	–	–	﹤0.01%	549
2022 Q3	$1K	Sell	10 -23	-70%	-$2.6K	﹤0.01%	600
2022 Q2	$7.03K	Buy	33 +23	+230%	+$2.73K	0.01%	498
2022 Q1	$1K	Sell	10 -1,282	-99%	-$161K	﹤0.01%	685
2021 Q4	$10	Buy	+1,292	New	+$167K	﹤0.01%	947
2021 Q2	$1K	Buy	+10	New	+$1.27K	﹤0.01%	890

Other funds holding TIP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Castleview Partners's TIP Position: Q1 2025 in Review

Castleview Partners sold out of iShares TIPS Bond ETF (TIP) in Q1 2025, closing a stake of 4,663 shares — an estimated $498K sold.

Castleview Partners first reported a position in TIP in Q2 2021 and held it in 14 quarters. The position peaked at $825K in Q4 2023. 1,001 funds tracked by Wall St. Rank hold TIP as of Q1 2025.

Castleview Partners reported no remaining iShares TIPS Bond ETF position as of Q1 2025 after selling out during the quarter.
Castleview Partners sold 4,663 iShares TIPS Bond ETF shares in Q1 2025, an estimated $498K.
Castleview Partners first reported a position in iShares TIPS Bond ETF in Q2 2021 and held it in 14 quarters.
Castleview Partners's iShares TIPS Bond ETF position peaked at $825K in Q4 2023.
1,001 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.