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Hazlett, Burt & Watson’s iShares TIPS Bond ETF TIP Stock Holding History

Hazlett, Burt & Watson’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
-56
Closed -$6K – 779
2024
Q3 		$6K Hold
56
– – ﹤0.01% 585
2024
Q2 		$6K Sell
56
-327
-85% -$34.8K ﹤0.01% 575
2024
Q1 		$42K Hold
383
– – 0.03% 349
2023
Q4 		$42K Sell
383
-32
-8% -$3.35K 0.03% 331
2023
Q3 		$43K Hold
415
– – 0.03% 317
2023
Q2 		$45K Sell
415
-50
-11% -$5.45K 0.03% 316
2023
Q1 		$52K Sell
465
-223
-32% -$24.1K 0.04% 275
2022
Q4 		$72K Sell
688
-514
-43% -$54.9K 0.06% 230
2022
Q3 		$125K Sell
1,202
-81
-6% -$9.17K 0.12% 161
2022
Q2 		$147K Sell
1,283
-333
-21% -$39.5K 0.13% 157
2022
Q1 		$200K Buy
+1,616
New +$203K 0.16% 132

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Hazlett, Burt & Watson's TIP Position: Q4 2024 in Review

Hazlett, Burt & Watson sold out of iShares TIPS Bond ETF (TIP) in Q4 2024, closing a stake of 56 shares — an estimated $6K sold.

Hazlett, Burt & Watson first reported a position in TIP in Q1 2022 and held it in 11 quarters. The position peaked at $200K in Q1 2022. 1,013 funds tracked by Wall St. Rank hold TIP as of Q4 2024.

  • Hazlett, Burt & Watson reported no remaining iShares TIPS Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Hazlett, Burt & Watson sold 56 iShares TIPS Bond ETF shares in Q4 2024, an estimated $6K.
  • Hazlett, Burt & Watson first reported a position in iShares TIPS Bond ETF in Q1 2022 and held it in 11 quarters.
  • Hazlett, Burt & Watson's iShares TIPS Bond ETF position peaked at $200K in Q1 2022.
  • 1,013 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2024.

Based on Hazlett, Burt & Watson's 13F filing for Q4 2024, filed 12 Feb 2025.