Macroview Investment Management’s iShares TIPS Bond ETF TIP Stock Holding History

Macroview Investment 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	-6	Closed	-$647	–	497
2024 Q3	$647	Hold	6	–	–	﹤0.01%	529
2024 Q2	$622	Hold	6	–	–	﹤0.01%	530
2024 Q1	$617	Sell	6 -10	-63%	-$1.07K	﹤0.01%	585
2023 Q4	$1.71K	Hold	16	–	–	﹤0.01%	536
2023 Q3	$1.63K	Sell	16 -1	-6%	-$106	﹤0.01%	588
2023 Q2	$1.8K	Hold	17	–	–	﹤0.01%	404
2023 Q1	$1.84K	Hold	17	–	–	﹤0.01%	364
2022 Q4	$1.77K	Hold	17	–	–	﹤0.01%	374
2022 Q3	$2K	Buy	17 +1	+6%	+$113	﹤0.01%	351
2022 Q2	$2K	Hold	16	–	–	﹤0.01%	379
2022 Q1	$2K	Sell	16 -66	-80%	-$8.3K	﹤0.01%	359
2021 Q4	$11K	Hold	82	–	–	0.01%	243
2021 Q3	$10K	Buy	82 +1	+1%	+$129	0.01%	186
2021 Q2	$10K	Hold	81	–	–	0.01%	179
2021 Q1	$10K	Buy	81 +22	+37%	+$2.79K	0.01%	156
2020 Q4	$8K	Hold	59	–	–	0.01%	162
2020 Q3	$7K	Hold	59	–	–	0.01%	149
2020 Q2	$7K	Buy	59 +54	+1,080%	+$6.57K	0.01%	134
2020 Q1	$1K	Hold	5	–	–	﹤0.01%	295
2019 Q4	$1K	Hold	5	–	–	﹤0.01%	291
2019 Q3	$1K	Hold	5	–	–	﹤0.01%	284
2019 Q2	$1K	Hold	5	–	–	﹤0.01%	296
2019 Q1	$1K	Hold	5	–	–	﹤0.01%	323
2018 Q4	$1K	Hold	5	–	–	﹤0.01%	314
2018 Q3	$1K	Hold	5	–	–	﹤0.01%	314
2018 Q2	$1K	Hold	5	–	–	﹤0.01%	273
2018 Q1	$1K	Hold	5	–	–	﹤0.01%	241
2017 Q4	$1K	Hold	5	–	–	﹤0.01%	127
2017 Q3	$1K	Hold	5	–	–	0.01%	135
2017 Q2	$1K	Hold	5	–	–	0.01%	178
2017 Q1	$1K	Hold	5	–	–	0.01%	110
2016 Q4	$1K	Hold	5	–	–	0.01%	109
2016 Q3	$1K	Hold	5	–	–	﹤0.01%	105
2016 Q2	$1K	Hold	5	–	–	﹤0.01%	89
2016 Q1	$1K	Hold	5	–	–	﹤0.01%	90
2015 Q4	$1K	Sell	5 -150	-97%	-$16.6K	﹤0.01%	102
2015 Q3	$17K	Hold	155	–	–	0.03%	56
2015 Q2	$17K	Sell	155 -155	-50%	-$17.5K	0.02%	54
2015 Q1	$35K	Sell	310 -38,036	-99%	-$4.31M	0.03%	52
2014 Q4	$4.29M	Buy	38,346 +575	+2%	+$64.9K	4.5%	6
2014 Q3	$4.23M	Sell	37,771 -1,327	-3%	-$152K	5.68%	5
2014 Q2	$4.51M	Sell	39,098 -667	-2%	-$76K	5.99%	5
2014 Q1	$4.46M	Buy	39,765 +2,245	+6%	+$251K	6.76%	3
2013 Q4	$4.12M	Sell	37,520 -41,632	-53%	-$4.65M	7.38%	5
2013 Q3	$8.91M	Sell	79,152 -99,995	-56%	-$11.2M	15.35%	2
2013 Q2	$20.1M	Buy	+179,147	New	+$21.2M	20.91%	1

Other funds holding TIP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Concord, California $58.2B AUM 22.78% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return

Macroview Investment Management's TIP Position: Q4 2024 in Review

Macroview Investment Management sold out of iShares TIPS Bond ETF (TIP) in Q4 2024, closing a stake of 6 shares — an estimated $647 sold.

Macroview Investment Management first reported a position in TIP in Q2 2013 and held it in 46 quarters. The position peaked at $20.1M in Q2 2013. 1,016 funds tracked by Wall St. Rank hold TIP as of Q4 2024.

Macroview Investment Management reported no remaining iShares TIPS Bond ETF position as of Q4 2024 after selling out during the quarter.
Macroview Investment Management sold 6 iShares TIPS Bond ETF shares in Q4 2024, an estimated $647.
Macroview Investment Management first reported a position in iShares TIPS Bond ETF in Q2 2013 and held it in 46 quarters.
Macroview Investment Management's iShares TIPS Bond ETF position peaked at $20.1M in Q2 2013.
1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2024.

Based on Macroview Investment Management's 13F filing for Q4 2024, filed 31 Jan 2025.