Lee, Danner & Bass’s iShares TIPS Bond ETF TIP Stock Holding History

Lee, Danner & Bass’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
2025 Q1	–	Sell	-78	Closed	-$8.36K	–	656
2024 Q4	$8.36K	Buy	+78	New	+$8.44K	﹤0.01%	550

Other funds holding TIP

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

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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 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

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

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

Lee, Danner & Bass's TIP Position: Q1 2025 in Review

Lee, Danner & Bass sold out of iShares TIPS Bond ETF (TIP) in Q1 2025, closing a stake of 78 shares — an estimated $8.36K sold.

Lee, Danner & Bass first reported a position in TIP in Q4 2024 and held it in 1 quarter. The position peaked at $8.36K in Q4 2024. 1,001 funds tracked by Wall St. Rank hold TIP as of Q1 2025.

Lee, Danner & Bass reported no remaining iShares TIPS Bond ETF position as of Q1 2025 after selling out during the quarter.
Lee, Danner & Bass sold 78 iShares TIPS Bond ETF shares in Q1 2025, an estimated $8.36K.
Lee, Danner & Bass first reported a position in iShares TIPS Bond ETF in Q4 2024 and held it in 1 quarter.
Lee, Danner & Bass's iShares TIPS Bond ETF position peaked at $8.36K in Q4 2024.
1,001 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.