CFG
TIP icon

Citizens Financial Group’s iShares TIPS Bond ETF TIP Stock Holding History

Citizens Financial Group’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
-1,815
Closed -$201K – 619
2024
Q3 		$201K Sell
1,815
-341
-16% -$37K ﹤0.01% 543
2024
Q2 		$230K Buy
2,156
+234
+12% +$24.9K 0.01% 490
2024
Q1 		$206K Sell
1,922
-926
-33% -$98.9K 0.01% 398
2023
Q4 		$306K Buy
+2,848
New +$298K 0.01% 332
2023
Q3 		– Sell
-1,922
Closed -$207K – 401
2023
Q2 		$207K Sell
1,922
-290
-13% -$31.6K 0.01% 367
2023
Q1 		$244K Sell
2,212
-6,192
-74% -$670K 0.01% 401
2022
Q4 		$894K Buy
8,404
+6,084
+262% +$650K 0.03% 204
2022
Q3 		$243K Buy
2,320
+300
+15% +$34K 0.01% 360
2022
Q2 		$230K Sell
2,020
-3,253
-62% -$386K 0.01% 383
2022
Q1 		$657K Sell
5,273
-360
-6% -$45.3K 0.02% 257
2021
Q4 		$728K Sell
5,633
-3,127
-36% -$403K 0.02% 245
2021
Q3 		$1.12M Buy
8,760
+1,909
+28% +$246K 0.04% 200
2021
Q2 		$877K Buy
+6,851
New +$870K 0.04% 189
2019
Q4 		– Sell
-6
Closed -$1K – 1106
2019
Q3 		$1K Buy
+6
New +$696 ﹤0.01% 834
2018
Q4 		– Sell
-589
Closed -$65K – 579
2018
Q3 		$65K Buy
589
+494
+520% +$55.2K 0.01% 304
2018
Q2 		$11K Hold
95
– – ﹤0.01% 382
2018
Q1 		$11K Hold
95
– – ﹤0.01% 382
2017
Q4 		$11K Sell
95
-936
-91% -$106K ﹤0.01% 408
2017
Q3 		$117K Buy
+1,031
New +$117K 0.01% 269
2017
Q2 		– Sell
-100
Closed -$11K – 606
2017
Q1 		$11K Hold
100
– – ﹤0.01% 429
2016
Q4 		$11K Hold
100
– – ﹤0.01% 442
2016
Q3 		$12K Sell
100
-193
-66% -$22.4K ﹤0.01% 441
2016
Q2 		$34K Buy
293
+63
+27% +$7.24K ﹤0.01% 391
2016
Q1 		$26K Sell
230
-65
-22% -$7.26K ﹤0.01% 416
2015
Q4 		$32K Buy
+295
New +$32.6K ﹤0.01% 406

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

Citizens Financial Group's TIP Position: Q4 2024 in Review

Citizens Financial Group sold out of iShares TIPS Bond ETF (TIP) in Q4 2024, closing a stake of 1,815 shares — an estimated $201K sold.

Citizens Financial Group first reported a position in TIP in Q4 2015 and held it in 25 quarters. The position peaked at $1.12M in Q3 2021. 1,013 funds tracked by Wall St. Rank hold TIP as of Q4 2024.

  • Citizens Financial Group reported no remaining iShares TIPS Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Citizens Financial Group sold 1,815 iShares TIPS Bond ETF shares in Q4 2024, an estimated $201K.
  • Citizens Financial Group first reported a position in iShares TIPS Bond ETF in Q4 2015 and held it in 25 quarters.
  • Citizens Financial Group's iShares TIPS Bond ETF position peaked at $1.12M in Q3 2021.
  • 1,013 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2024.

Based on Citizens Financial Group's 13F filing for Q4 2024, filed 7 Feb 2025.