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IPG Investment Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

IPG Investment Advisors’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
Q3 		– Sell
-11,282
Closed -$1.2M – 205
2024
Q2 		$1.2M Sell
11,282
-1,115
-9% -$119K 0.26% 63
2024
Q1 		$1.33M Buy
12,397
+438
+4% +$46.8K 0.29% 58
2023
Q4 		$1.29M Sell
11,959
-300
-2% -$31.4K 0.26% 62
2023
Q3 		$1.27M Hold
12,259
– – 0.28% 61
2023
Q2 		$1.32M Sell
12,259
-876
-7% -$95.4K 0.29% 50
2023
Q1 		$1.45M Sell
13,135
-198
-1% -$21.4K 0.33% 47
2022
Q4 		$1.42M Hold
13,333
– – 0.4% 42
2022
Q3 		$1.4M Sell
13,333
-250
-2% -$28.3K 0.39% 45
2022
Q2 		$1.55M Hold
13,583
– – 0.39% 44
2022
Q1 		$1.69M Sell
13,583
-600
-4% -$75.5K 0.32% 50
2021
Q4 		$1.83M Buy
+14,183
New +$1.83M 0.33% 55
2021
Q2 		– Sell
-12,798
Closed -$1.61M – 217
2021
Q1 		$1.61M Sell
12,798
-600
-4% -$75.9K 0.31% 54
2020
Q4 		$1.71M Buy
+13,398
New +$1.69M 0.4% 45
2020
Q1 		– Sell
-30,655
Closed -$3.57M – 143
2019
Q4 		$3.57M Buy
+30,655
New +$3.56M 1.13% 28

Other funds holding TIP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

IPG Investment Advisors's TIP Position: Q3 2024 in Review

IPG Investment Advisors sold out of iShares TIPS Bond ETF (TIP) in Q3 2024, closing a stake of 11,282 shares — an estimated $1.2M sold.

IPG Investment Advisors first reported a position in TIP in Q4 2019 and held it in 14 quarters. The position peaked at $3.57M in Q4 2019. 959 funds tracked by Wall St. Rank hold TIP as of Q3 2024.

  • IPG Investment Advisors reported no remaining iShares TIPS Bond ETF position as of Q3 2024 after selling out during the quarter.
  • IPG Investment Advisors sold 11,282 iShares TIPS Bond ETF shares in Q3 2024, an estimated $1.2M.
  • IPG Investment Advisors first reported a position in iShares TIPS Bond ETF in Q4 2019 and held it in 14 quarters.
  • IPG Investment Advisors's iShares TIPS Bond ETF position peaked at $3.57M in Q4 2019.
  • 959 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2024.

Based on IPG Investment Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.