Corient Private Wealth
TIP icon

Corient Private Wealth’s iShares TIPS Bond ETF TIP Stock Holding History

Corient Private Wealth’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
2026
Q1 		$4.41M Sell
42,378
-35,538
-46% -$3.93M 0.01% 900
2025
Q4 		$8.56M Buy
77,916
+43,483
+126% +$4.82M 0.01% 835
2025
Q3 		$3.83M Sell
34,433
-4,773
-12% -$527K 0.01% 807
2025
Q2 		$4.31M Sell
39,206
-59,606
-60% -$6.5M 0.01% 742
2025
Q1 		$11M Buy
98,812
+47,194
+91% +$5.13M 0.02% 499
2024
Q4 		$5.5M Sell
51,618
-7,364
-12% -$797K 0.01% 669
2024
Q3 		$6.52M Sell
58,982
-1,277
-2% -$139K 0.01% 679
2024
Q2 		$6.43M Sell
60,259
-2,849
-5% -$303K 0.01% 637
2024
Q1 		$6.78M Sell
63,108
-470
-0.7% -$50.2K 0.01% 624
2023
Q4 		$6.83M Sell
63,578
-460
-0.7% -$48.1K 0.01% 616
2023
Q3 		$6.64M Buy
64,038
+7,546
+13% +$799K 0.02% 578
2023
Q2 		$6.08M Sell
56,492
-4,240
-7% -$462K 0.01% 579
2023
Q1 		$6.7M Buy
60,732
+3,075
+5% +$333K 0.02% 514
2022
Q4 		$6.29M Buy
+57,657
New +$6.16M 0.02% 442

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $564B AUM 30.12% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return