Creative Capital Management Investments’s iShares TIPS Bond ETF TIP Stock Holding History

Creative Capital Management Investments’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
2025 Q1	–	Sell	-11,716	Closed	-$1.25M	–	276
2024 Q4	$1.25M	Sell	11,716 -440	-4%	-$47.6K	0.52%	16
2024 Q3	$1.34M	Sell	12,156 -420	-3%	-$45.6K	0.56%	15
2024 Q2	$1.34M	Sell	12,576 -135	-1%	-$14.4K	0.65%	13
2024 Q1	$1.37M	Buy	12,711 +53	+0.4%	+$5.66K	0.71%	13
2023 Q4	$1.36M	Buy	12,658 +11,043	+684%	+$1.15M	0.79%	11
2023 Q3	$168K	Sell	1,615 -250	-13%	-$26.5K	0.11%	42
2023 Q2	$201K	Hold	1,865	–	–	0.14%	38
2023 Q1	$206K	Sell	1,865 -16,005	-90%	-$1.73M	0.15%	46
2022 Q4	$1.9M	Buy	+17,870	New	+$1.91M	1.66%	11

Other funds holding TIP

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

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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

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

Creative Capital Management Investments's TIP Position: Q1 2025 in Review

Creative Capital Management Investments sold out of iShares TIPS Bond ETF (TIP) in Q1 2025, closing a stake of 11,716 shares — an estimated $1.25M sold.

Creative Capital Management Investments first reported a position in TIP in Q4 2022 and held it in 9 quarters. The position peaked at $1.9M in Q4 2022. 1,001 funds tracked by Wall St. Rank hold TIP as of Q1 2025.

Creative Capital Management Investments reported no remaining iShares TIPS Bond ETF position as of Q1 2025 after selling out during the quarter.
Creative Capital Management Investments sold 11,716 iShares TIPS Bond ETF shares in Q1 2025, an estimated $1.25M.
Creative Capital Management Investments first reported a position in iShares TIPS Bond ETF in Q4 2022 and held it in 9 quarters.
Creative Capital Management Investments's iShares TIPS Bond ETF position peaked at $1.9M in Q4 2022.
1,001 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2025.

Based on Creative Capital Management Investments's 13F filing for Q1 2025, filed 18 Apr 2025.