Goodwin Investment Advisory’s iShares TIPS Bond ETF TIP Stock Holding History

Goodwin Investment Advisory’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	-3,589	Closed	-$389K	–	39
2024 Q4	$389K	Buy	3,589 +1,437	+67%	+$156K	0.2%	27
2024 Q3	$238K	Sell	2,152 -175	-8%	-$19K	0.1%	33
2024 Q2	$249K	Buy	+2,327	New	+$247K	0.11%	32
2024 Q1	–	Sell	-52	Closed	-$5.63K	–	76
2023 Q4	$5.63K	Sell	52 -14,750	-100%	-$1.54M	﹤0.01%	64
2023 Q3	$1.54M	Sell	14,802 -2,214	-13%	-$234K	0.91%	12
2023 Q2	$1.83M	Buy	17,016 +2,938	+21%	+$320K	1.07%	9
2023 Q1	$1.55M	Buy	14,078 +595	+4%	+$64.4K	1.01%	10
2022 Q4	$1.44M	Buy	+13,483	New	+$1.44M	1.02%	10
2022 Q2	–	Sell	-407	Closed	-$51K	–	226
2022 Q1	$51K	Hold	407	–	–	0.04%	82
2021 Q4	$53K	Hold	407	–	–	0.04%	76
2021 Q3	$52K	Hold	407	–	–	0.05%	70
2021 Q2	$52K	Hold	407	–	–	0.06%	70
2021 Q1	$51K	Hold	407	–	–	0.06%	66
2020 Q4	$52K	Buy	+407	New	+$51.3K	0.06%	46

Other funds holding TIP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Goodwin Investment Advisory's TIP Position: Q1 2025 in Review

Goodwin Investment Advisory sold out of iShares TIPS Bond ETF (TIP) in Q1 2025, closing a stake of 3,589 shares — an estimated $389K sold.

Goodwin Investment Advisory first reported a position in TIP in Q4 2020 and held it in 14 quarters. The position peaked at $1.83M in Q2 2023. 1,002 funds tracked by Wall St. Rank hold TIP as of Q1 2025.

Goodwin Investment Advisory reported no remaining iShares TIPS Bond ETF position as of Q1 2025 after selling out during the quarter.
Goodwin Investment Advisory sold 3,589 iShares TIPS Bond ETF shares in Q1 2025, an estimated $389K.
Goodwin Investment Advisory first reported a position in iShares TIPS Bond ETF in Q4 2020 and held it in 14 quarters.
Goodwin Investment Advisory's iShares TIPS Bond ETF position peaked at $1.83M in Q2 2023.
1,002 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2025.

Based on Goodwin Investment Advisory's 13F filing for Q1 2025, filed 6 May 2025.