Laird Norton Wetherby Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History

Laird Norton Wetherby Wealth 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 Q4	$224K	Sell	2,105 -457	-18%	-$49.5K	0.01%	802
2024 Q3	$283K	Buy	2,562 +9	+0.4%	+$978	0.01%	752
2024 Q2	$273K	Buy	2,553 +77	+3%	+$8.19K	0.01%	745
2024 Q1	$266K	Buy	+2,476	New	+$265K	0.01%	778
2021 Q4	–	Sell	-8,308	Closed	-$1.06M	–	958
2021 Q3	$1.06M	Buy	8,308 +4	+0%	+$516	0.07%	287
2021 Q2	$1.06M	Buy	8,304 +191	+2%	+$24.3K	0.06%	281
2021 Q1	$1.02M	Sell	8,113 -850	-9%	-$108K	0.08%	248
2020 Q4	$1.14M	Buy	8,963 +850	+10%	+$107K	0.08%	242
2020 Q3	$1.03M	Buy	+8,113	New	+$1.02M	0.09%	217
2018 Q1	–	Sell	-1,000	Closed	-$114K	–	683
2017 Q4	$114K	Hold	1,000	–	–	0.02%	629
2017 Q3	$114K	Buy	+1,000	New	+$114K	0.02%	603
2015 Q3	–	Sell	-1,000	Closed	-$112K	–	488
2015 Q2	$112K	Buy	+1,000	New	+$113K	0.03%	459

Other funds holding TIP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's TIP Position: Q4 2024 in Review

Laird Norton Wetherby Wealth Management reduced its iShares TIPS Bond ETF (TIP) stake by 18% in Q4 2024, selling an estimated $49.5K and leaving 2,105 shares worth $224K. The position accounts for 0.01% of the portfolio, ranked #802.

Laird Norton Wetherby Wealth Management first reported a position in TIP in Q2 2015 and has held it in 12 quarters since. The position peaked at $1.14M in Q4 2020. 1,013 funds tracked by Wall St. Rank hold TIP as of Q4 2024.

Laird Norton Wetherby Wealth Management held 2,105 shares of iShares TIPS Bond ETF worth $224K as of Q4 2024.
Laird Norton Wetherby Wealth Management sold 457 iShares TIPS Bond ETF shares in Q4 2024, an estimated $49.5K.
iShares TIPS Bond ETF made up 0.01% of Laird Norton Wetherby Wealth Management's portfolio in Q4 2024, its #802 holding.
Laird Norton Wetherby Wealth Management first reported a position in iShares TIPS Bond ETF in Q2 2015 and has held it in 12 quarters since.
Laird Norton Wetherby Wealth Management's iShares TIPS Bond ETF position peaked at $1.14M in Q4 2020.
1,013 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2024.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.