EW
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Element Wealth’s iShares TIPS Bond ETF TIP Stock Holding History

Element Wealth’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
-419
Closed -$44.6K – 274
2024
Q4 		$44.6K Sell
419
-27
-6% -$2.92K 0.02% 204
2024
Q3 		$49.3K Sell
446
-33
-7% -$3.59K 0.03% 196
2024
Q2 		$51.1K Sell
479
-245
-34% -$26.1K 0.03% 183
2024
Q1 		$77.8K Buy
724
+27
+4% +$2.88K 0.05% 167
2023
Q4 		$74.9K Sell
697
-944
-58% -$98.7K 0.05% 161
2023
Q3 		$170K Sell
1,641
-18
-1% -$1.91K 0.12% 129
2023
Q2 		$179K Hold
1,659
– – 0.12% 132
2023
Q1 		$183K Sell
1,659
-48
-3% -$5.19K 0.14% 117
2022
Q4 		$182K Sell
1,707
-490
-22% -$52.3K 0.15% 115
2022
Q3 		$230K Buy
2,197
+1
+0% +$113 0.21% 90
2022
Q2 		$250K Buy
2,196
+47
+2% +$5.57K 0.25% 83
2022
Q1 		$268K Buy
2,149
+144
+7% +$18.1K 0.22% 87
2021
Q4 		$259K Buy
2,005
+307
+18% +$39.6K 0.2% 89
2021
Q3 		$217K Hold
1,698
– – 0.17% 91
2021
Q2 		$217K Buy
1,698
+200
+13% +$25.4K 0.17% 91
2021
Q1 		$188K Hold
1,498
– – 0.16% 98
2020
Q4 		$191K Hold
1,498
– – 0.18% 92
2020
Q3 		$189K Hold
1,498
– – 0.2% 85
2020
Q2 		$184K Hold
1,498
– – 0.21% 81
2020
Q1 		$177K Hold
1,498
– – 0.24% 71
2019
Q4 		$175K Buy
+1,498
New +$174K 0.18% 72

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Element Wealth's TIP Position: Q1 2025 in Review

Element Wealth sold out of iShares TIPS Bond ETF (TIP) in Q1 2025, closing a stake of 419 shares — an estimated $44.6K sold.

Element Wealth first reported a position in TIP in Q4 2019 and held it in 21 quarters. The position peaked at $268K in Q1 2022. 1,004 funds tracked by Wall St. Rank hold TIP as of Q1 2025.

  • Element Wealth reported no remaining iShares TIPS Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Element Wealth sold 419 iShares TIPS Bond ETF shares in Q1 2025, an estimated $44.6K.
  • Element Wealth first reported a position in iShares TIPS Bond ETF in Q4 2019 and held it in 21 quarters.
  • Element Wealth's iShares TIPS Bond ETF position peaked at $268K in Q1 2022.
  • 1,004 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2025.

Based on Element Wealth's 13F filing for Q1 2025, filed 29 Apr 2025.