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Liberty Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History

Liberty 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 		– Sell
-8,028
Closed -$887K – 240
2024
Q3 		$887K Sell
8,028
-15,390
-66% -$1.67M 0.15% 83
2024
Q2 		$991K Buy
23,418
+13,930
+147% +$1.48M 0.18% 73
2024
Q1 		$1.02M Buy
9,488
+614
+7% +$65.6K 0.2% 72
2023
Q4 		$954K Sell
8,874
-8,441
-49% -$883K 0.2% 65
2023
Q3 		$1.79M Buy
17,315
+14,563
+529% +$1.54M 0.45% 44
2023
Q2 		$296K Sell
2,752
-200
-7% -$21.8K 0.07% 135
2023
Q1 		$325K Buy
+2,952
New +$319K 0.07% 163
2022
Q3 		$3.22M Sell
30,680
-7,074
-19% -$801K 0.86% 23
2022
Q2 		$4.3M Buy
37,754
+14,475
+62% +$1.72M 1.74% 11
2022
Q1 		$2.9M Buy
+23,279
New +$2.93M 1.05% 21
2021
Q4 		– Sell
-24,963
Closed -$3.22M – 34
2021
Q3 		$3.19M Buy
24,963
+22,408
+877% +$2.89M 1.14% 18
2021
Q2 		$327K Buy
2,555
+2,321
+992% +$295K 0.13% 91
2021
Q1 		$29K Hold
234
– – 0.01% 393
2020
Q4 		$29K Sell
234
-275
-54% -$34.7K 0.01% 390
2020
Q3 		$64K Buy
509
+54
+12% +$6.78K 0.04% 202
2020
Q2 		$56K Sell
455
-42
-8% -$5.11K 0.04% 208
2020
Q1 		$59K Sell
497
-15
-3% -$1.77K 0.05% 196
2019
Q4 		$60K Buy
512
+105
+26% +$12.2K 0.05% 220
2019
Q3 		$47K Buy
407
+2
+0.5% +$232 0.04% 237
2019
Q2 		$47K Buy
405
+1
+0.2% +$114 0.04% 254
2019
Q1 		$45K Hold
404
– – 0.03% 211
2018
Q4 		$44K Buy
+404
New +$44.1K 0.03% 206

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return

Liberty Wealth Management's TIP Position: Q4 2024 in Review

Liberty Wealth Management sold out of iShares TIPS Bond ETF (TIP) in Q4 2024, closing a stake of 8,028 shares — an estimated $887K sold.

Liberty Wealth Management first reported a position in TIP in Q4 2018 and held it in 22 quarters. The position peaked at $4.3M in Q2 2022. 1,016 funds tracked by Wall St. Rank hold TIP as of Q4 2024.

  • Liberty Wealth Management reported no remaining iShares TIPS Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Liberty Wealth Management sold 8,028 iShares TIPS Bond ETF shares in Q4 2024, an estimated $887K.
  • Liberty Wealth Management first reported a position in iShares TIPS Bond ETF in Q4 2018 and held it in 22 quarters.
  • Liberty Wealth Management's iShares TIPS Bond ETF position peaked at $4.3M in Q2 2022.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2024.

Based on Liberty Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.