Empower Advisory Group
TIP icon

Empower Advisory Group’s iShares TIPS Bond ETF TIP Stock Holding History

Empower Advisory Group’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
-2,000
Closed -$221K – 517
2024
Q3 		$221K Sell
2,000
-6,277
-76% -$682K ﹤0.01% 467
2024
Q2 		$884K Sell
8,277
-23,298
-74% -$2.48M ﹤0.01% 238
2024
Q1 		$3.39M Sell
31,575
-161,370
-84% -$17.2M 0.01% 187
2023
Q4 		$20.7M Sell
192,945
-843,783
-81% -$88.2M 0.08% 127
2023
Q3 		$108M Sell
1,036,728
-35,330
-3% -$3.74M 0.48% 39
2023
Q2 		$115M Sell
1,072,058
-45,970
-4% -$5.01M 0.5% 36
2023
Q1 		$123M Buy
+1,118,028
New +$121M 0.55% 32

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Sumitomo Life Insurance
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Evoke Wealth
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return

Empower Advisory Group's TIP Position: Q4 2024 in Review

Empower Advisory Group sold out of iShares TIPS Bond ETF (TIP) in Q4 2024, closing a stake of 2,000 shares — an estimated $221K sold.

Empower Advisory Group first reported a position in TIP in Q1 2023 and held it in 7 quarters. The position peaked at $123M in Q1 2023. 1,016 funds tracked by Wall St. Rank hold TIP as of Q4 2024.

  • Empower Advisory Group reported no remaining iShares TIPS Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Empower Advisory Group sold 2,000 iShares TIPS Bond ETF shares in Q4 2024, an estimated $221K.
  • Empower Advisory Group first reported a position in iShares TIPS Bond ETF in Q1 2023 and held it in 7 quarters.
  • Empower Advisory Group's iShares TIPS Bond ETF position peaked at $123M in Q1 2023.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2024.

Based on Empower Advisory Group's 13F filing for Q4 2024, filed 31 Jan 2025.