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Copperleaf Capital’s iShares TIPS Bond ETF TIP Stock Holding History

Copperleaf Capital’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
-5,759
Closed -$636K – 99
2024
Q3 		$636K Sell
5,759
-1
-0% -$109 0.49% 62
2024
Q2 		$615K Buy
5,760
+281
+5% +$29.9K 0.49% 59
2024
Q1 		$588K Buy
5,479
+285
+5% +$30.5K 0.51% 59
2023
Q4 		$558K Sell
5,194
-315
-6% -$32.9K 0.57% 51
2023
Q3 		$571K Buy
+5,509
New +$583K 0.62% 44
2023
Q1 		– Sell
-9,493
Closed -$1.01M – 81
2022
Q4 		$1.01M Sell
9,493
-2,994
-24% -$320K 1.16% 26
2022
Q3 		$1.31M Buy
+12,487
New +$1.41M 1.42% 21

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 $1.88B AUM 29.07% 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

Copperleaf Capital's TIP Position: Q4 2024 in Review

Copperleaf Capital sold out of iShares TIPS Bond ETF (TIP) in Q4 2024, closing a stake of 5,759 shares — an estimated $636K sold.

Copperleaf Capital first reported a position in TIP in Q3 2022 and held it in 7 quarters. The position peaked at $1.31M in Q3 2022. 1,013 funds tracked by Wall St. Rank hold TIP as of Q4 2024.

  • Copperleaf Capital reported no remaining iShares TIPS Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Copperleaf Capital sold 5,759 iShares TIPS Bond ETF shares in Q4 2024, an estimated $636K.
  • Copperleaf Capital first reported a position in iShares TIPS Bond ETF in Q3 2022 and held it in 7 quarters.
  • Copperleaf Capital's iShares TIPS Bond ETF position peaked at $1.31M in Q3 2022.
  • 1,013 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2024.

Based on Copperleaf Capital's 13F filing for Q4 2024, filed 30 Jan 2025.