Horst & Graben Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History

Horst & Graben Wealth Management’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	-2,595	Closed	-$277K	–	168
2024 Q4	$277K	Sell	2,595 -1,506	-37%	-$163K	0.05%	123
2024 Q3	$453K	Sell	4,101 -12,830	-76%	-$1.39M	0.08%	94
2024 Q2	$1.81M	Buy	16,931 +345	+2%	+$36.7K	0.35%	40
2024 Q1	$1.78M	Sell	16,586 -23,423	-59%	-$2.5M	0.36%	39
2023 Q4	$4.3M	Buy	40,009 +2,062	+5%	+$216K	0.94%	20
2023 Q3	$3.94M	Buy	+37,947	New	+$4.02M	0.97%	21
2023 Q1	–	Sell	-37,005	Closed	-$3.94M	–	139
2022 Q4	$3.94M	Sell	37,005 -3,993	-10%	-$426K	1.03%	23
2022 Q3	$4.3M	Sell	40,998 -1,944	-5%	-$220K	1.22%	20
2022 Q2	$4.89M	Buy	42,942 +12,566	+41%	+$1.49M	1.33%	18
2022 Q1	$3.78M	Buy	+30,376	New	+$3.82M	0.92%	23

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 $2.07B AUM 16.66% 1-Year Est. Return

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

Horst & Graben Wealth Management's TIP Position: Q1 2025 in Review

Horst & Graben Wealth Management sold out of iShares TIPS Bond ETF (TIP) in Q1 2025, closing a stake of 2,595 shares — an estimated $277K sold.

Horst & Graben Wealth Management first reported a position in TIP in Q1 2022 and held it in 10 quarters. The position peaked at $4.89M in Q2 2022. 1,001 funds tracked by Wall St. Rank hold TIP as of Q1 2025.

Horst & Graben Wealth Management reported no remaining iShares TIPS Bond ETF position as of Q1 2025 after selling out during the quarter.
Horst & Graben Wealth Management sold 2,595 iShares TIPS Bond ETF shares in Q1 2025, an estimated $277K.
Horst & Graben Wealth Management first reported a position in iShares TIPS Bond ETF in Q1 2022 and held it in 10 quarters.
Horst & Graben Wealth Management's iShares TIPS Bond ETF position peaked at $4.89M in Q2 2022.
1,001 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2025.

Based on Horst & Graben Wealth Management's 13F filing for Q1 2025, filed 30 Apr 2025.