C1AG
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Client 1st Advisory Group’s iShares TIPS Bond ETF TIP Stock Holding History

Client 1st Advisory 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
-2,284
Closed -$252K – 137
2024
Q3 		$252K Sell
2,284
-279
-11% -$30.3K 0.1% 108
2024
Q2 		$274K Sell
2,563
-215
-8% -$22.9K 0.12% 91
2024
Q1 		$298K Buy
2,778
+219
+9% +$23.4K 0.13% 86
2023
Q4 		$275K Sell
2,559
-59
-2% -$6.17K 0.13% 85
2023
Q3 		$272K Buy
+2,618
New +$277K 0.14% 82

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

Client 1st Advisory Group's TIP Position: Q4 2024 in Review

Client 1st Advisory Group sold out of iShares TIPS Bond ETF (TIP) in Q4 2024, closing a stake of 2,284 shares — an estimated $252K sold.

Client 1st Advisory Group first reported a position in TIP in Q3 2023 and held it in 5 quarters. The position peaked at $298K in Q1 2024. 1,013 funds tracked by Wall St. Rank hold TIP as of Q4 2024.

  • Client 1st Advisory Group reported no remaining iShares TIPS Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Client 1st Advisory Group sold 2,284 iShares TIPS Bond ETF shares in Q4 2024, an estimated $252K.
  • Client 1st Advisory Group first reported a position in iShares TIPS Bond ETF in Q3 2023 and held it in 5 quarters.
  • Client 1st Advisory Group's iShares TIPS Bond ETF position peaked at $298K in Q1 2024.
  • 1,013 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2024.

Based on Client 1st Advisory Group's 13F filing for Q4 2024, filed 16 Jan 2025.