DI
TIP icon

Disciplined Investments’s iShares TIPS Bond ETF TIP Stock Holding History

Disciplined 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
2024
Q4 		– Sell
-1,815
Closed -$201K – 126
2024
Q3 		$201K Sell
1,815
-115
-6% -$12.5K 0.1% 113
2024
Q2 		$206K Buy
1,930
+40
+2% +$4.25K 0.11% 118
2024
Q1 		$203K Sell
1,890
-1,137
-38% -$121K 0.11% 115
2023
Q4 		$325K Buy
3,027
+6
+0.2% +$627 0.19% 88
2023
Q3 		$313K Sell
3,021
-151
-5% -$16K 0.19% 93
2023
Q2 		$341K Buy
3,172
+7
+0.2% +$762 0.18% 94
2023
Q1 		$349K Sell
3,165
-676
-18% -$73.2K 0.15% 106
2022
Q4 		$409K Sell
3,841
-2,811
-42% -$300K 0.2% 81
2022
Q3 		$698K Sell
6,652
-437
-6% -$49.5K 0.32% 74
2022
Q2 		$808K Buy
7,089
+477
+7% +$56.6K 0.37% 68
2022
Q1 		$824K Buy
6,612
+51
+0.8% +$6.42K 0.34% 68
2021
Q4 		$848K Buy
6,561
+288
+5% +$37.1K 0.37% 60
2021
Q3 		$801K Buy
6,273
+35
+0.6% +$4.51K 0.39% 60
2021
Q2 		$799K Buy
6,238
+424
+7% +$53.9K 0.41% 61
2021
Q1 		$730K Buy
5,814
+591
+11% +$74.8K 0.43% 64
2020
Q4 		$667K Buy
5,223
+200
+4% +$25.2K 0.45% 58
2020
Q3 		$635K Hold
5,023
– – 0.47% 58
2020
Q2 		$618K Sell
5,023
-7
-0.1% -$851 0.48% 56
2020
Q1 		$593K Sell
5,030
-1,769
-26% -$208K 0.56% 50
2019
Q4 		$793K Buy
+6,799
New +$790K 0.67% 39

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 $58.2B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Disciplined Investments's TIP Position: Q4 2024 in Review

Disciplined Investments sold out of iShares TIPS Bond ETF (TIP) in Q4 2024, closing a stake of 1,815 shares — an estimated $201K sold.

Disciplined Investments first reported a position in TIP in Q4 2019 and held it in 20 quarters. The position peaked at $848K in Q4 2021. 1,014 funds tracked by Wall St. Rank hold TIP as of Q4 2024.

  • Disciplined Investments reported no remaining iShares TIPS Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Disciplined Investments sold 1,815 iShares TIPS Bond ETF shares in Q4 2024, an estimated $201K.
  • Disciplined Investments first reported a position in iShares TIPS Bond ETF in Q4 2019 and held it in 20 quarters.
  • Disciplined Investments's iShares TIPS Bond ETF position peaked at $848K in Q4 2021.
  • 1,014 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2024.

Based on Disciplined Investments's 13F filing for Q4 2024, filed 6 Feb 2025.