IFAM
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Institutional & Family Asset Management’s iShares TIPS Bond ETF TIP Stock Holding History

Institutional & Family Asset 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
2024
Q2 		$31.3K Sell
293
-1,083
-79% -$115K ﹤0.01% 294
2024
Q1 		$148K Sell
1,376
-263
-16% -$28.1K 0.02% 157
2023
Q4 		$176K Sell
1,639
-145,297
-99% -$15.2M 0.03% 149
2023
Q3 		$15.2M Buy
146,936
+668
+0.5% +$70.7K 2.49% 6
2023
Q2 		$15.7M Buy
146,268
+5,647
+4% +$615K 2.56% 6
2023
Q1 		$15.5M Buy
140,621
+133,407
+1,849% +$14.4M 2.55% 6
2022
Q4 		$768K Sell
7,214
-238
-3% -$25.4K 0.13% 102
2022
Q3 		$782K Sell
7,452
-488
-6% -$55.3K 0.14% 93
2022
Q2 		$904K Sell
7,940
-29
-0.4% -$3.44K 0.16% 89
2022
Q1 		$993K Sell
7,969
-17,637
-69% -$2.22M 0.16% 97
2021
Q4 		$3.31M Buy
25,606
+3,165
+14% +$408K 0.52% 66
2021
Q3 		$2.87M Sell
22,441
-682
-3% -$87.9K 0.46% 69
2021
Q2 		$2.96M Buy
23,123
+5,296
+30% +$673K 0.49% 68
2021
Q1 		$2.24M Sell
17,827
-3,834
-18% -$485K 0.43% 67
2020
Q4 		$2.77M Buy
21,661
+7,916
+58% +$998K 0.58% 70
2020
Q3 		$1.74M Sell
13,745
-436
-3% -$54.8K 0.4% 73
2020
Q2 		$1.74M Sell
14,181
-518
-4% -$63K 0.36% 74
2020
Q1 		$1.73M Buy
14,699
+371
+3% +$43.7K 0.4% 73
2019
Q4 		$1.67M Sell
14,328
-324
-2% -$37.7K 0.35% 77
2019
Q3 		$1.7M Buy
14,652
+11,427
+354% +$1.33M 0.37% 74
2019
Q2 		$372K Buy
+3,225
New +$367K 0.08% 131

Other funds holding TIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 22.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Institutional & Family Asset Management's TIP Position: Q2 2024 in Review

Institutional & Family Asset Management reduced its iShares TIPS Bond ETF (TIP) stake by 79% in Q2 2024, selling an estimated $115K and leaving 293 shares worth $31.3K. The position accounts for ﹤0.01% of the portfolio, ranked #294.

Institutional & Family Asset Management first reported a position in TIP in Q2 2019 and has held it in 21 quarters since. The position peaked at $15.7M in Q2 2023. 1,026 funds tracked by Wall St. Rank hold TIP as of Q2 2024.

  • Institutional & Family Asset Management held 293 shares of iShares TIPS Bond ETF worth $31.3K as of Q2 2024.
  • Institutional & Family Asset Management sold 1,083 iShares TIPS Bond ETF shares in Q2 2024, an estimated $115K.
  • iShares TIPS Bond ETF made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #294 holding.
  • Institutional & Family Asset Management first reported a position in iShares TIPS Bond ETF in Q2 2019 and has held it in 21 quarters since.
  • Institutional & Family Asset Management's iShares TIPS Bond ETF position peaked at $15.7M in Q2 2023.
  • 1,026 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.