Kovitz Investment Group Partners
TIP icon

Kovitz Investment Group Partners’s iShares TIPS Bond ETF TIP Stock Holding History

Kovitz Investment Group Partners’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
2026
Q1 		$14.8M Sell
134,085
-9,394
-7% -$1.04M 0.34% 76
2025
Q4 		$15.8M Buy
143,479
+35,625
+33% +$3.95M 0.35% 68
2025
Q3 		$12M Buy
107,854
+18,635
+21% +$2.06M 0.05% 298
2025
Q2 		$9.82M Buy
89,219
+31,137
+54% +$3.4M 0.04% 312
2025
Q1 		$6.45M Sell
58,082
-358
-0.6% -$38.9K 0.03% 354
2024
Q4 		$6.23M Buy
58,440
+31,256
+115% +$3.38M 0.03% 357
2024
Q3 		$2.99M Sell
27,184
-5,387
-17% -$585K 0.02% 426
2024
Q2 		$3.48M Buy
32,571
+18,922
+139% +$2.01M 0.03% 345
2024
Q1 		$1.47M Buy
+13,649
New +$1.46M 0.02% 346

Other funds holding TIP

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Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return