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Gryphon Financial Partners’s iShares TIPS Bond ETF TIP Stock Holding History

Gryphon Financial Partners’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
Q1 		– Sell
-10,900
Closed -$1.39M – 273
2023
Q4 		$1.39M Buy
10,900
+4,624
+74% +$483K 0.25% 59
2023
Q3 		$651K Sell
6,276
-4,093
-39% -$433K 0.15% 76
2023
Q2 		$1.12M Buy
10,369
+95
+0.9% +$10.3K 0.24% 52
2023
Q1 		$1.13M Sell
10,274
-527
-5% -$57K 0.26% 52
2022
Q4 		$1.15M Buy
10,801
+48
+0.4% +$5.13K 0.27% 49
2022
Q3 		$1.13M Buy
10,753
+163
+2% +$18.5K 0.28% 47
2022
Q2 		$1.21M Buy
10,590
+267
+3% +$31.7K 0.29% 45
2022
Q1 		$1.29M Buy
10,323
+39
+0.4% +$4.91K 0.26% 48
2021
Q4 		$1.33M Sell
10,284
-616
-6% -$79.4K 0.25% 52
2021
Q3 		$1.39M Sell
10,900
-4,359
-29% -$562K 0.31% 42
2021
Q2 		$1.93M Buy
15,259
+3,375
+28% +$429K 0.43% 35
2021
Q1 		$1.49M Buy
11,884
+131
+1% +$16.6K 0.34% 36
2020
Q4 		$1.5M Sell
11,753
-3,506
-23% -$442K 0.39% 34
2020
Q3 		$1.93M Hold
15,259
– – 0.57% 27
2020
Q2 		$1.88M Buy
15,259
+59
+0.4% +$7.17K 0.58% 25
2020
Q1 		$1.79M Buy
15,200
+16
+0.1% +$1.89K 0.66% 24
2019
Q4 		$1.77M Buy
15,184
+55
+0.4% +$6.39K 0.46% 29
2019
Q3 		$1.76M Buy
15,129
+121
+0.8% +$14K 0.51% 26
2019
Q2 		$1.73M Buy
15,008
+88
+0.6% +$10K 0.5% 27
2019
Q1 		$1.69M Sell
14,920
-2
-0% -$222 0.5% 23
2018
Q4 		$1.63M Buy
14,922
+69
+0.5% +$7.53K 0.42% 45
2018
Q3 		$1.64M Buy
+14,853
New +$1.66M 0.49% 26

Other funds holding TIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Gryphon Financial Partners's TIP Position: Q1 2024 in Review

Gryphon Financial Partners sold out of iShares TIPS Bond ETF (TIP) in Q1 2024, closing a stake of 10,900 shares — an estimated $1.39M sold.

Gryphon Financial Partners first reported a position in TIP in Q3 2018 and held it in 22 quarters. The position peaked at $1.93M in Q3 2020. 1,047 funds tracked by Wall St. Rank hold TIP as of Q1 2024.

  • Gryphon Financial Partners reported no remaining iShares TIPS Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Gryphon Financial Partners sold 10,900 iShares TIPS Bond ETF shares in Q1 2024, an estimated $1.39M.
  • Gryphon Financial Partners first reported a position in iShares TIPS Bond ETF in Q3 2018 and held it in 22 quarters.
  • Gryphon Financial Partners's iShares TIPS Bond ETF position peaked at $1.93M in Q3 2020.
  • 1,047 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2024.

Based on Gryphon Financial Partners's 13F filing for Q1 2024, filed 1 May 2024.