GI
TIP icon

Gradient Investments’s iShares TIPS Bond ETF TIP Stock Holding History

Gradient Investments’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
Q3 		– Sell
-335
Closed -$35.8K – 1189
2024
Q2 		$35.8K Buy
335
+261
+353% +$27.8K ﹤0.01% 540
2024
Q1 		$7.91K Sell
74
-699
-90% -$74.7K ﹤0.01% 661
2023
Q4 		$83.1K Buy
773
+10
+1% +$1.05K ﹤0.01% 449
2023
Q3 		$79.2K Buy
763
+103
+16% +$10.9K ﹤0.01% 427
2023
Q2 		$71.1K Sell
660
-164
-20% -$17.9K ﹤0.01% 453
2023
Q1 		$90.9K Sell
824
-87
-10% -$9.41K ﹤0.01% 392
2022
Q4 		$97K Sell
911
-501
-35% -$53.5K ﹤0.01% 396
2022
Q3 		$148K Buy
1,412
+4
+0.3% +$453 ﹤0.01% 316
2022
Q2 		$160K Sell
1,408
-164
-10% -$19.4K ﹤0.01% 318
2022
Q1 		$196K Buy
1,572
+57
+4% +$7.17K 0.01% 293
2021
Q4 		$196K Sell
1,515
-464
-23% -$59.8K 0.01% 280
2021
Q3 		$253K Sell
1,979
-277,089
-99% -$35.7M 0.01% 262
2021
Q2 		$35.7M Buy
279,068
+30,362
+12% +$3.86M 1.05% 19
2021
Q1 		$31.2M Buy
248,706
+57,336
+30% +$7.26M 1.01% 18
2020
Q4 		$24.2M Sell
191,370
-1,475
-0.8% -$186K 1.03% 22
2020
Q3 		$24.4M Buy
192,845
+3,540
+2% +$445K 1.02% 23
2020
Q2 		$23.3M Buy
189,305
+188,027
+14,713% +$22.9M 1.06% 19
2020
Q1 		$151K Sell
1,278
-25
-2% -$2.94K 0.01% 243
2019
Q4 		$152K Buy
1,303
+236
+22% +$27.4K 0.01% 272
2019
Q3 		$124K Sell
1,067
-70
-6% -$8.13K 0.01% 279
2019
Q2 		$131K Buy
1,137
+107
+10% +$12.2K 0.01% 283
2019
Q1 		$116K Sell
1,030
-881
-46% -$97.7K 0.01% 274
2018
Q4 		$209K Sell
1,911
-4,084
-68% -$446K 0.01% 222
2018
Q3 		$146K Sell
5,995
-21,782
-78% -$2.43M 0.01% 253
2018
Q2 		$3.13M Sell
27,777
-3,052
-10% -$343K 0.17% 91
2018
Q1 		$3.48M Sell
30,829
-78,792
-72% -$8.87M 0.19% 91
2017
Q4 		$12.5M Buy
109,621
+4,044
+4% +$460K 0.72% 17
2017
Q3 		$12M Buy
105,577
+9,571
+10% +$1.09M 0.77% 17
2017
Q2 		$10.9M Buy
96,006
+9,236
+11% +$1.06M 0.76% 18
2017
Q1 		$9.95M Buy
86,770
+6,576
+8% +$749K 0.76% 19
2016
Q4 		$9.08M Buy
80,194
+78,585
+4,884% +$8.97M 0.8% 20
2016
Q3 		$187K Buy
1,609
+308
+24% +$35.7K 0.02% 183
2016
Q2 		$152K Sell
1,301
-119,310
-99% -$13.7M 0.02% 195
2016
Q1 		$13.8M Buy
120,611
+7,258
+6% +$811K 1.71% 12
2015
Q4 		$12.4M Buy
113,353
+112,196
+9,697% +$12.4M 1.66% 13
2015
Q3 		$128K Sell
1,157
-3
-0.3% -$335 0.02% 185
2015
Q2 		$130K Sell
1,160
-746
-39% -$84.3K 0.02% 188
2015
Q1 		$217K Sell
1,906
-140
-7% -$15.9K 0.03% 163
2014
Q4 		$229K Sell
2,046
-39
-2% -$4.4K 0.04% 156
2014
Q3 		$234K Sell
2,085
-174
-8% -$19.9K 0.04% 150
2014
Q2 		$261K Sell
2,259
-772
-25% -$87.9K 0.05% 151
2014
Q1 		$340K Sell
3,031
-978
-24% -$109K 0.08% 145
2013
Q4 		$441K Sell
4,009
-1,517
-27% -$169K 0.12% 100
2013
Q3 		$622K Sell
5,526
-2,149
-28% -$240K 0.2% 91
2013
Q2 		$860K Buy
+7,675
New +$908K 0.32% 89

Other funds holding TIP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

Gradient Investments's TIP Position: Q3 2024 in Review

Gradient Investments sold out of iShares TIPS Bond ETF (TIP) in Q3 2024, closing a stake of 335 shares — an estimated $35.8K sold.

Gradient Investments first reported a position in TIP in Q2 2013 and held it in 45 quarters. The position peaked at $35.7M in Q2 2021. 959 funds tracked by Wall St. Rank hold TIP as of Q3 2024.

  • Gradient Investments reported no remaining iShares TIPS Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 335 iShares TIPS Bond ETF shares in Q3 2024, an estimated $35.8K.
  • Gradient Investments first reported a position in iShares TIPS Bond ETF in Q2 2013 and held it in 45 quarters.
  • Gradient Investments's iShares TIPS Bond ETF position peaked at $35.7M in Q2 2021.
  • 959 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.