Claris Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Claris 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
2024 Q4	–	Sell	-235	Closed	-$26K	–	1044
2024 Q3	$26K	Buy	+235	New	+$25.5K	0.01%	169

Other funds holding TIP

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Claris Advisors's TIP Position: Q4 2024 in Review

Claris Advisors sold out of iShares TIPS Bond ETF (TIP) in Q4 2024, closing a stake of 235 shares — an estimated $26K sold.

Claris Advisors first reported a position in TIP in Q3 2024 and held it in 1 quarter. The position peaked at $26K in Q3 2024. 1,013 funds tracked by Wall St. Rank hold TIP as of Q4 2024.

Claris Advisors reported no remaining iShares TIPS Bond ETF position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 235 iShares TIPS Bond ETF shares in Q4 2024, an estimated $26K.
Claris Advisors first reported a position in iShares TIPS Bond ETF in Q3 2024 and held it in 1 quarter.
Claris Advisors's iShares TIPS Bond ETF position peaked at $26K in Q3 2024.
1,013 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.