IC
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IEQ Capital’s iShares TIPS Bond ETF TIP Stock Holding History

IEQ Capital’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
Q3 		– Sell
-5,439
Closed -$598K – 2072
2025
Q2 		$598K Sell
5,439
-973
-15% -$106K ﹤0.01% 1080
2025
Q1 		$712K Buy
6,412
+129
+2% +$14K 0.01% 853
2024
Q4 		$669K Buy
6,283
+1,667
+36% +$180K 0.01% 766
2024
Q3 		$510K Buy
4,616
+28
+0.6% +$3.04K 0.01% 745
2024
Q2 		$490K Buy
4,588
+84
+2% +$8.93K 0.01% 661
2024
Q1 		$484K Sell
4,504
-107
-2% -$11.4K 0.01% 626
2023
Q4 		$496K Buy
4,611
+174
+4% +$18.2K 0.01% 581
2023
Q3 		$460K Buy
+4,437
New +$470K 0.01% 590
2023
Q2 		– Sell
-2,511
Closed -$277K – 964
2023
Q1 		$277K Hold
2,511
– – 0.01% 742
2022
Q4 		$267K Sell
2,511
-3,624
-59% -$387K 0.01% 666
2022
Q3 		$643K Buy
+6,135
New +$695K 0.02% 473

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $564B 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 $376B AUM 19.32% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return