EFG Asset Management (Americas)’s iShares TIPS Bond ETF TIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-5,387
| Closed | -$593K | – | 149 |
|
|
2025
Q2 | $593K | Hold |
5,387
| – | – | 0.11% | 127 |
|
|
2025
Q1 | $598K | Hold |
5,387
| – | – | 0.12% | 125 |
|
|
2024
Q4 | $574K | Hold |
5,387
| – | – | 0.11% | 112 |
|
|
2024
Q3 | $595K | Hold |
5,387
| – | – | 0.12% | 113 |
|
|
2024
Q2 | $575K | Hold |
5,387
| – | – | 0.11% | 112 |
|
|
2024
Q1 | $579K | Hold |
5,387
| – | – | 0.18% | 108 |
|
|
2023
Q4 | $579K | Sell |
5,387
-374
| -6% | -$39.1K | 0.13% | 111 |
|
|
2023
Q3 | $598K | Sell |
5,761
-2,573
| -31% | -$272K | 0.14% | 109 |
|
|
2023
Q2 | $897K | Sell |
8,334
-12,492
| -60% | -$1.36M | 0.21% | 98 |
|
|
2023
Q1 | $2.3M | Sell |
20,826
-5,354
| -20% | -$579K | 0.55% | 63 |
|
|
2022
Q4 | $2.79M | Sell |
26,180
-175
| -0.7% | -$18.7K | 0.69% | 46 |
|
|
2022
Q3 | $2.76M | Sell |
26,355
-64
| -0.2% | -$7.25K | 0.7% | 47 |
|
|
2022
Q2 | $3M | Hold |
26,419
| – | – | 0.71% | 44 |
|
|
2022
Q1 | $3.28M | Sell |
26,419
-3,564
| -12% | -$448K | 0.61% | 52 |
|
|
2021
Q4 | $3.86M | Buy |
29,983
+501
| +2% | +$64.6K | 0.65% | 58 |
|
|
2021
Q3 | $3.75M | Sell |
29,482
-217
| -0.7% | -$28K | 0.67% | 54 |
|
|
2021
Q2 | $3.79M | Hold |
29,699
| – | – | 0.7% | 53 |
|
|
2021
Q1 | $3.72M | Sell |
29,699
-20,308
| -41% | -$2.57M | 0.76% | 47 |
|
|
2020
Q4 | $6.44M | Sell |
50,007
-10,719
| -18% | -$1.35M | 1.32% | 29 |
|
|
2020
Q3 | $7.76M | Sell |
60,726
-38,207
| -39% | -$4.8M | 1.74% | 14 |
|
|
2020
Q2 | $12.3M | Sell |
98,933
-8,734
| -8% | -$1.06M | 3.18% | 2 |
|
|
2020
Q1 | $12.7M | Buy |
107,667
+5,963
| +6% | +$702K | 4.08% | 1 |
|
|
2019
Q4 | $11.9M | Sell |
101,704
-1,670
| -2% | -$194K | 3.13% | 1 |
|
|
2019
Q3 | $12M | Sell |
103,374
-3,155
| -3% | -$366K | 3.62% | 1 |
|
|
2019
Q2 | $12.3M | Sell |
106,529
-12,440
| -10% | -$1.41M | 3.5% | 1 |
|
|
2019
Q1 | $13.5M | Sell |
118,969
-1,589
| -1% | -$176K | 4.09% | 1 |
|
|
2018
Q4 | $13.2M | Sell |
120,558
-4,542
| -4% | -$496K | 4.74% | 1 |
|
|
2018
Q3 | $13.8M | Sell |
125,100
-2,220
| -2% | -$248K | 3.96% | 1 |
|
|
2018
Q2 | $14.4M | Buy |
127,320
+5,578
| +5% | +$626K | 4.34% | 2 |
|
|
2018
Q1 | $13.7M | Sell |
121,742
-13,275
| -10% | -$1.49M | 5.68% | 3 |
|
|
2017
Q4 | $15.4M | Buy |
135,017
+6,064
| +5% | +$690K | 5.55% | 2 |
|
|
2017
Q3 | $14.7M | Sell |
128,953
-3,940
| -3% | -$449K | 5.55% | 3 |
|
|
2017
Q2 | $15.1M | Sell |
132,893
-22,350
| -14% | -$2.55M | 5.7% | 4 |
|
|
2017
Q1 | $17.8M | Sell |
155,243
-30,429
| -16% | -$3.47M | 6.89% | 2 |
|
|
2016
Q4 | $21M | Buy |
185,672
+126,023
| +211% | +$14.4M | 9.16% | 1 |
|
|
2016
Q3 | $7.1M | Buy |
+59,649
| New | +$6.92M | 3% | 5 |
|
Other funds holding TIP
SLI
EFG Asset Management (Americas)'s TIP Position: Q3 2025 in Review
EFG Asset Management (Americas) sold out of iShares TIPS Bond ETF (TIP) in Q3 2025, closing a stake of 5,387 shares — an estimated $593K sold.
EFG Asset Management (Americas) first reported a position in TIP in Q3 2016 and held it in 36 quarters. The position peaked at $21M in Q4 2016. 961 funds tracked by Wall St. Rank hold TIP as of Q3 2025.
- EFG Asset Management (Americas) reported no remaining iShares TIPS Bond ETF position as of Q3 2025 after selling out during the quarter.
- EFG Asset Management (Americas) sold 5,387 iShares TIPS Bond ETF shares in Q3 2025, an estimated $593K.
- EFG Asset Management (Americas) first reported a position in iShares TIPS Bond ETF in Q3 2016 and held it in 36 quarters.
- EFG Asset Management (Americas)'s iShares TIPS Bond ETF position peaked at $21M in Q4 2016.
- 961 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2025.
Based on EFG Asset Management (Americas)'s 13F filing for Q3 2025, filed 14 Nov 2025.