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Cutter & Co Brokerage’s iShares TIPS Bond ETF TIP Stock Holding History

Cutter & Co Brokerage’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
Q2 		– Sell
-4,877
Closed -$542K – 151
2025
Q1 		$542K Sell
4,877
-153
-3% -$16.6K 0.13% 93
2024
Q4 		$536K Sell
5,030
-437
-8% -$47.3K 0.13% 90
2024
Q3 		$604K Buy
5,467
+126
+2% +$13.7K 0.14% 89
2024
Q2 		$570K Buy
5,341
+40
+0.8% +$4.25K 0.14% 88
2024
Q1 		$569K Sell
5,301
-493
-9% -$52.7K 0.14% 87
2023
Q4 		$623K Sell
5,794
-3,557
-38% -$372K 0.17% 82
2023
Q3 		$970K Buy
9,351
+76
+0.8% +$8.04K 0.28% 63
2023
Q2 		$998K Sell
9,275
-259
-3% -$28.2K 0.29% 62
2023
Q1 		$1.05M Buy
9,534
+796
+9% +$86.1K 0.33% 65
2022
Q4 		$930K Sell
8,738
-173
-2% -$18.5K 0.31% 65
2022
Q3 		$935K Buy
8,911
+283
+3% +$32K 0.35% 64
2022
Q2 		$983K Buy
8,628
+390
+5% +$46.3K 0.34% 68
2022
Q1 		$1.03M Buy
8,238
+904
+12% +$114K 0.31% 72
2021
Q4 		$947K Buy
7,334
+5,219
+247% +$673K 0.26% 88
2021
Q3 		$270K Buy
+2,115
New +$273K 0.06% 224

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
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Cutter & Co Brokerage's TIP Position: Q2 2025 in Review

Cutter & Co Brokerage sold out of iShares TIPS Bond ETF (TIP) in Q2 2025, closing a stake of 4,877 shares — an estimated $542K sold.

Cutter & Co Brokerage first reported a position in TIP in Q3 2021 and held it in 15 quarters. The position peaked at $1.05M in Q1 2023. 976 funds tracked by Wall St. Rank hold TIP as of Q2 2025.

  • Cutter & Co Brokerage reported no remaining iShares TIPS Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Cutter & Co Brokerage sold 4,877 iShares TIPS Bond ETF shares in Q2 2025, an estimated $542K.
  • Cutter & Co Brokerage first reported a position in iShares TIPS Bond ETF in Q3 2021 and held it in 15 quarters.
  • Cutter & Co Brokerage's iShares TIPS Bond ETF position peaked at $1.05M in Q1 2023.
  • 976 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2025.

Based on Cutter & Co Brokerage's 13F filing for Q2 2025.