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Householder Group Estate & Retirement Specialist’s iShares TIPS Bond ETF TIP Stock Holding History

Householder Group Estate & Retirement Specialist’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
-1,581
Closed -$174K – 1152
2024
Q3 		$174K Sell
1,581
-342
-18% -$37.2K 0.05% 271
2024
Q2 		$205K Sell
1,923
-183
-9% -$19.5K 0.06% 243
2024
Q1 		$226K Sell
2,106
-163
-7% -$17.4K 0.07% 228
2023
Q4 		$243K Sell
2,269
-239
-10% -$25K 0.08% 214
2023
Q3 		$260K Buy
+2,508
New +$265K 0.09% 182
2023
Q1 		$345K Buy
+3,128
New +$338K 0.13% 151
2022
Q4 		– Sell
-4,050
Closed -$424K – 1055
2022
Q3 		$424K Buy
4,050
+72
+2% +$8.15K 0.17% 121
2022
Q2 		$453K Sell
3,978
-664
-14% -$78.7K 0.2% 122
2022
Q1 		$578K Sell
4,642
-210
-4% -$26.4K 0.23% 108
2021
Q4 		$627K Buy
+4,852
New +$626K 0.23% 110

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 $1.88B AUM 29.07% 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 $58.2B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's TIP Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of iShares TIPS Bond ETF (TIP) in Q4 2024, closing a stake of 1,581 shares — an estimated $174K sold.

Householder Group Estate & Retirement Specialist first reported a position in TIP in Q4 2021 and held it in 10 quarters. The position peaked at $627K in Q4 2021. 1,014 funds tracked by Wall St. Rank hold TIP as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining iShares TIPS Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 1,581 iShares TIPS Bond ETF shares in Q4 2024, an estimated $174K.
  • Householder Group Estate & Retirement Specialist first reported a position in iShares TIPS Bond ETF in Q4 2021 and held it in 10 quarters.
  • Householder Group Estate & Retirement Specialist's iShares TIPS Bond ETF position peaked at $627K in Q4 2021.
  • 1,014 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.