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Ironwood Investment Counsel’s iShares TIPS Bond ETF TIP Stock Holding History

Ironwood Investment Counsel’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
Q1 		– Sell
-6,404
Closed -$688K – 264
2023
Q4 		$688K Sell
6,404
-1,514
-19% -$158K 0.13% 139
2023
Q3 		$410K Buy
+7,918
New +$838K 0.09% 167
2022
Q4 		– Sell
-2,518
Closed -$264K – 214
2022
Q3 		$264K Sell
2,518
-1,039
-29% -$118K 0.08% 154
2022
Q2 		$405K Sell
3,557
-980
-22% -$116K 0.11% 131
2022
Q1 		$565K Sell
4,537
-6
-0.1% -$755 0.14% 118
2021
Q4 		$586K Hold
4,543
– – 0.13% 118
2021
Q3 		$580K Sell
4,543
-378
-8% -$48.7K 0.15% 111
2021
Q2 		$630K Buy
4,921
+2,333
+90% +$296K 0.17% 107
2021
Q1 		$324K Sell
2,588
-179
-6% -$22.7K 0.09% 146
2020
Q4 		$353K Buy
2,767
+449
+19% +$56.6K 0.08% 159
2020
Q3 		$293K Buy
2,318
+318
+16% +$39.9K 0.08% 161
2020
Q2 		$246K Hold
2,000
– – 0.08% 162
2020
Q1 		$235K Hold
2,000
– – 0.09% 145
2019
Q4 		$233K Hold
2,000
– – 0.08% 159
2019
Q3 		$232K Sell
2,000
-622
-24% -$72.2K 0.09% 155
2019
Q2 		$302K Buy
2,622
+622
+31% +$70.7K 0.12% 124
2019
Q1 		$226K Hold
2,000
– – 0.09% 145
2018
Q4 		$219K Hold
2,000
– – 0.1% 142
2018
Q3 		$221K Hold
2,000
– – 0.09% 144
2018
Q2 		$225K Hold
2,000
– – 0.1% 133
2018
Q1 		$226K Hold
2,000
– – 0.1% 127
2017
Q4 		$228K Sell
2,000
-166
-8% -$18.9K 0.08% 137
2017
Q3 		$246K Buy
2,166
+16
+0.7% +$1.82K 0.1% 129
2017
Q2 		$244K Buy
+2,150
New +$246K 0.09% 142

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ironwood Investment Counsel's TIP Position: Q1 2024 in Review

Ironwood Investment Counsel sold out of iShares TIPS Bond ETF (TIP) in Q1 2024, closing a stake of 6,404 shares — an estimated $688K sold.

Ironwood Investment Counsel first reported a position in TIP in Q2 2017 and held it in 24 quarters. The position peaked at $688K in Q4 2023. 1,046 funds tracked by Wall St. Rank hold TIP as of Q1 2024.

  • Ironwood Investment Counsel reported no remaining iShares TIPS Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Ironwood Investment Counsel sold 6,404 iShares TIPS Bond ETF shares in Q1 2024, an estimated $688K.
  • Ironwood Investment Counsel first reported a position in iShares TIPS Bond ETF in Q2 2017 and held it in 24 quarters.
  • Ironwood Investment Counsel's iShares TIPS Bond ETF position peaked at $688K in Q4 2023.
  • 1,046 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2024.

Based on Ironwood Investment Counsel's 13F filing for Q1 2024, filed 10 May 2024.