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Choate Investment Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Choate Investment Advisors’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
Q4 		– Sell
-1,830
Closed -$204K – 458
2025
Q3 		$204K Hold
1,830
– – ﹤0.01% 413
2025
Q2 		$201K Hold
1,830
– – ﹤0.01% 398
2025
Q1 		$203K Buy
+1,830
New +$199K 0.01% 383
2024
Q4 		– Sell
-1,880
Closed -$208K – 412
2024
Q3 		$208K Hold
1,880
– – 0.01% 371
2024
Q2 		$201K Sell
1,880
-300
-14% -$31.9K 0.01% 367
2024
Q1 		$234K Hold
2,180
– – 0.01% 364
2023
Q4 		$234K Buy
2,180
+300
+16% +$31.4K 0.01% 342
2023
Q3 		$195K Hold
1,880
– – 0.01% 355
2023
Q2 		$202K Hold
1,880
– – 0.01% 283
2023
Q1 		$207K Hold
1,880
– – 0.01% 258
2022
Q4 		$200K Sell
1,880
-100
-5% -$10.7K 0.01% 265
2022
Q3 		$208K Hold
1,980
– – 0.01% 239
2022
Q2 		$225K Sell
1,980
-406
-17% -$48.1K 0.01% 242
2022
Q1 		$297K Sell
2,386
-450
-16% -$56.6K 0.02% 246
2021
Q4 		$366K Sell
2,836
-824
-23% -$106K 0.02% 210
2021
Q3 		$467K Hold
3,660
– – 0.03% 184
2021
Q2 		$468K Sell
3,660
-5,159
-58% -$655K 0.03% 181
2021
Q1 		$1.11M Sell
8,819
-972
-10% -$123K 0.07% 111
2020
Q4 		$1.25M Sell
9,791
-921
-9% -$116K 0.08% 90
2020
Q3 		$1.35M Buy
10,712
+2,261
+27% +$284K 0.09% 85
2020
Q2 		$1.04M Hold
8,451
– – 0.08% 94
2020
Q1 		$997K Buy
+8,451
New +$996K 0.08% 99
2014
Q3 		– Sell
-1,596
Closed -$184K – 295
2014
Q2 		$184K Buy
+1,596
New +$182K 0.01% 261

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Choate Investment Advisors's TIP Position: Q4 2025 in Review

Choate Investment Advisors sold out of iShares TIPS Bond ETF (TIP) in Q4 2025, closing a stake of 1,830 shares — an estimated $204K sold.

Choate Investment Advisors first reported a position in TIP in Q2 2014 and held it in 23 quarters. The position peaked at $1.35M in Q3 2020. 1,011 funds tracked by Wall St. Rank hold TIP as of Q4 2025.

  • Choate Investment Advisors reported no remaining iShares TIPS Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Choate Investment Advisors sold 1,830 iShares TIPS Bond ETF shares in Q4 2025, an estimated $204K.
  • Choate Investment Advisors first reported a position in iShares TIPS Bond ETF in Q2 2014 and held it in 23 quarters.
  • Choate Investment Advisors's iShares TIPS Bond ETF position peaked at $1.35M in Q3 2020.
  • 1,011 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2025.

Based on Choate Investment Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.