HFS
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HBC Financial Services’s iShares TIPS Bond ETF TIP Stock Holding History

HBC Financial Services’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 		$27K Hold
262
– – 0.02% 88
2024
Q3 		$28K Buy
262
+124
+90% +$13.5K 0.02% 92
2024
Q2 		$14K Hold
138
– – 0.01% 106
2024
Q1 		$14K Sell
138
-8
-5% -$855 0.01% 102
2023
Q4 		$15K Sell
146
-877
-86% -$91.7K 0.01% 102
2023
Q3 		$106K Hold
1,023
– – 0.08% 41
2023
Q2 		$109K Sell
1,023
-10
-1% -$1.09K 0.08% 43
2023
Q1 		$112K Buy
1,033
+9
+0.9% +$974 0.08% 40
2022
Q4 		$109K Sell
1,024
-14
-1% -$1.5K 0.09% 40
2022
Q3 		$108K Hold
1,038
– – 0.09% 36
2022
Q2 		$117K Buy
1,038
+61
+6% +$7.23K 0.09% 38
2022
Q1 		$118K Buy
977
+175
+22% +$22K 0.09% 37
2021
Q4 		$103K Buy
802
+36
+5% +$4.64K 0.07% 44
2021
Q3 		$97K Buy
766
+14
+2% +$1.8K 0.06% 41
2021
Q2 		$97K Hold
752
– – 0.07% 44
2021
Q1 		$95.1K Buy
752
+4
+0.5% +$506 0.07% 45
2020
Q4 		$95K Buy
748
+73
+11% +$9.21K 0.07% 37
2020
Q3 		$84K Hold
675
– – 0.07% 37
2020
Q2 		$84K Buy
675
+30
+5% +$3.65K 0.08% 38
2020
Q1 		$76K Sell
645
-35
-5% -$4.12K 0.09% 37
2019
Q4 		$80K Buy
+680
New +$79.1K 0.07% 48

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return

HBC Financial Services's TIP Position: Q4 2024 in Review

HBC Financial Services held its iShares TIPS Bond ETF (TIP) position steady in Q4 2024 at 262 shares worth $27K. The position accounts for 0.02% of the portfolio, ranked #88.

HBC Financial Services first reported a position in TIP in Q4 2019 and has held it in 21 quarters since. The position peaked at $118K in Q1 2022. 1,016 funds tracked by Wall St. Rank hold TIP as of Q4 2024.

  • HBC Financial Services held 262 shares of iShares TIPS Bond ETF worth $27K as of Q4 2024.
  • HBC Financial Services left its iShares TIPS Bond ETF share count unchanged in Q4 2024.
  • iShares TIPS Bond ETF made up 0.02% of HBC Financial Services's portfolio in Q4 2024, its #88 holding.
  • HBC Financial Services first reported a position in iShares TIPS Bond ETF in Q4 2019 and has held it in 21 quarters since.
  • HBC Financial Services's iShares TIPS Bond ETF position peaked at $118K in Q1 2022.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2024.

Based on HBC Financial Services's 13F filing for Q4 2024, filed 16 Jan 2025.