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Matthew Hamilton Rosenberg’s iShares TIPS Bond ETF TIP Stock Holding History

Matthew Hamilton Rosenberg’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
Q2 		– Sell
-25
Closed -$2.78K – 858
2025
Q1 		$2.78K Sell
25
-24
-49% -$2.61K ﹤0.01% 746
2024
Q4 		$5.22K Sell
49
-2,864
-98% -$310K ﹤0.01% 688
2024
Q3 		$322K Sell
2,913
-2,974
-51% -$323K 0.08% 124
2024
Q2 		$624K Sell
5,887
-13,747
-70% -$1.46M 0.18% 57
2024
Q1 		$2.09M Sell
19,634
-3,932
-17% -$420K 0.61% 23
2023
Q4 		$2.53M Sell
23,566
-8,345
-26% -$873K 0.78% 22
2023
Q3 		$3.31M Buy
31,911
+30,425
+2,047% +$3.22M 1.1% 18
2023
Q2 		$160K Sell
1,486
-2,085
-58% -$227K 0.05% 214
2023
Q1 		$394K Sell
3,571
-64
-2% -$6.92K 0.13% 87
2022
Q4 		$387K Sell
3,635
-884
-20% -$94.4K 0.13% 94
2022
Q3 		$474K Sell
4,519
-997
-18% -$113K 0.18% 68
2022
Q2 		$635K Sell
5,516
-464
-8% -$55K 0.24% 56
2022
Q1 		$745K Sell
5,980
-635
-10% -$79.9K 0.26% 52
2021
Q4 		$855K Sell
6,615
-300
-4% -$38.7K 0.3% 50
2021
Q3 		$883K Buy
6,915
+5,409
+359% +$697K 0.35% 40
2021
Q2 		$193K Hold
1,506
– – 0.1% 140
2021
Q1 		$189K Hold
1,506
– – 0.11% 130
2020
Q4 		$192K Sell
1,506
-814
-35% -$103K 0.12% 114
2020
Q3 		$293K Buy
2,320
+1,210
+109% +$152K 0.22% 58
2020
Q2 		$137K Buy
1,110
+624
+128% +$75.9K 0.11% 127
2020
Q1 		$58K Buy
+486
New +$57.3K 0.06% 236

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
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
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Matthew Hamilton Rosenberg's TIP Position: Q2 2025 in Review

Matthew Hamilton Rosenberg sold out of iShares TIPS Bond ETF (TIP) in Q2 2025, closing a stake of 25 shares — an estimated $2.78K sold.

Matthew Hamilton Rosenberg first reported a position in TIP in Q1 2020 and held it in 21 quarters. The position peaked at $3.31M in Q3 2023. 975 funds tracked by Wall St. Rank hold TIP as of Q2 2025.

  • Matthew Hamilton Rosenberg reported no remaining iShares TIPS Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Matthew Hamilton Rosenberg sold 25 iShares TIPS Bond ETF shares in Q2 2025, an estimated $2.78K.
  • Matthew Hamilton Rosenberg first reported a position in iShares TIPS Bond ETF in Q1 2020 and held it in 21 quarters.
  • Matthew Hamilton Rosenberg's iShares TIPS Bond ETF position peaked at $3.31M in Q3 2023.
  • 975 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2025.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2025, filed 28 Jul 2025.