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Criterion Capital Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Criterion Capital 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 		$23.3K Hold
218
– – 0.01% 194
2024
Q3 		$23.3K Hold
218
– – 0.01% 194
2024
Q2 		$23.3K Sell
218
-6
-3% -$638 0.01% 194
2024
Q1 		$24.1K Hold
224
– – 0.02% 195
2023
Q4 		$24.1K Buy
+224
New +$23.4K 0.02% 199

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

Criterion Capital Advisors's TIP Position: Q4 2024 in Review

Criterion Capital Advisors held its iShares TIPS Bond ETF (TIP) position steady in Q4 2024 at 218 shares worth $23.3K. The position accounts for 0.01% of the portfolio, ranked #194.

Criterion Capital Advisors first reported a position in TIP in Q4 2023 and has held it in 5 quarters since. The position peaked at $24.1K in Q4 2023. 1,013 funds tracked by Wall St. Rank hold TIP as of Q4 2024.

  • Criterion Capital Advisors held 218 shares of iShares TIPS Bond ETF worth $23.3K as of Q4 2024.
  • Criterion Capital Advisors left its iShares TIPS Bond ETF share count unchanged in Q4 2024.
  • iShares TIPS Bond ETF made up 0.01% of Criterion Capital Advisors's portfolio in Q4 2024, its #194 holding.
  • Criterion Capital Advisors first reported a position in iShares TIPS Bond ETF in Q4 2023 and has held it in 5 quarters since.
  • Criterion Capital Advisors's iShares TIPS Bond ETF position peaked at $24.1K in Q4 2023.
  • 1,013 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2024.

Based on Criterion Capital Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.