GTAM
TIP icon

Global Trust Asset Management’s iShares TIPS Bond ETF TIP Stock Holding History

Global Trust Asset Management’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
-176
Closed -$18.7K – 528
2024
Q4 		$18.7K Sell
176
-27
-13% -$2.92K 0.01% 363
2024
Q3 		$22.4K Hold
203
– – 0.01% 336
2024
Q2 		$21.7K Hold
203
– – 0.01% 311
2024
Q1 		$21.8K Hold
203
– – 0.01% 308
2023
Q4 		$21.8K Hold
203
– – 0.01% 294
2023
Q3 		$21K Hold
203
– – 0.01% 292
2023
Q2 		$21.8K Hold
203
– – 0.01% 289
2023
Q1 		$22.4K Hold
203
– – 0.01% 271
2022
Q4 		$21.6K Hold
203
– – 0.01% 267
2022
Q3 		$21K Hold
203
– – 0.01% 276
2022
Q2 		$23K Buy
203
+2
+1% +$237 0.01% 274
2022
Q1 		$25K Buy
201
+1
+0.5% +$126 0.01% 323
2021
Q4 		$26K Buy
200
+1
+0.5% +$129 0.01% 303
2021
Q3 		$25K Buy
199
+2
+1% +$258 0.01% 281
2021
Q2 		$25K Buy
197
+1
+0.5% +$127 0.01% 284
2021
Q1 		$25K Sell
196
-2,754
-93% -$349K 0.01% 254
2020
Q4 		$377K Sell
2,950
-1,245
-30% -$157K 0.21% 115
2020
Q3 		$529K Buy
4,195
+4,100
+4,316% +$515K 0.34% 81
2020
Q2 		$12K Hold
95
– – 0.01% 236
2020
Q1 		$11K Hold
95
– – 0.01% 258
2019
Q4 		$11K Hold
95
– – 0.01% 295
2019
Q3 		$11K Hold
95
– – 0.01% 268
2019
Q2 		$11K Hold
95
– – 0.01% 300
2019
Q1 		$11K Hold
95
– – 0.01% 282
2018
Q4 		$10K Sell
95
-28
-23% -$3.06K 0.01% 281
2018
Q3 		$14K Hold
123
– – 0.01% 291
2018
Q2 		$14K Buy
123
+20
+19% +$2.25K 0.01% 280
2018
Q1 		$12K Buy
103
+8
+8% +$901 0.01% 280
2017
Q4 		$11K Buy
+95
New +$10.8K 0.01% 300

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

Global Trust Asset Management's TIP Position: Q1 2025 in Review

Global Trust Asset Management sold out of iShares TIPS Bond ETF (TIP) in Q1 2025, closing a stake of 176 shares — an estimated $18.7K sold.

Global Trust Asset Management first reported a position in TIP in Q4 2017 and held it in 29 quarters. The position peaked at $529K in Q3 2020. 1,004 funds tracked by Wall St. Rank hold TIP as of Q1 2025.

  • Global Trust Asset Management reported no remaining iShares TIPS Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Global Trust Asset Management sold 176 iShares TIPS Bond ETF shares in Q1 2025, an estimated $18.7K.
  • Global Trust Asset Management first reported a position in iShares TIPS Bond ETF in Q4 2017 and held it in 29 quarters.
  • Global Trust Asset Management's iShares TIPS Bond ETF position peaked at $529K in Q3 2020.
  • 1,004 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2025.

Based on Global Trust Asset Management's 13F filing for Q1 2025, filed 18 Apr 2025.