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

Merriman 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
-51,715
Closed -$5.71M – 229
2024
Q3 		$5.71M Sell
51,715
-3,894
-7% -$423K 0.23% 46
2024
Q2 		$5.94M Buy
+55,609
New +$5.91M 0.26% 42
2021
Q1 		– Sell
-57,464
Closed -$7.34M – 213
2020
Q4 		$7.34M Sell
57,464
-558
-1% -$70.4K 0.79% 29
2020
Q3 		$7.34M Sell
58,022
-193
-0.3% -$24.2K 1.1% 26
2020
Q2 		$7.16M Sell
58,215
-20,533
-26% -$2.5M 1.14% 26
2020
Q1 		$9.29M Buy
+78,748
New +$9.28M 2.02% 8
2018
Q2 		– Sell
-71,724
Closed -$8.11M – 203
2018
Q1 		$8.11M Buy
+71,724
New +$8.07M 2.14% 7
2017
Q4 		– Sell
-2,301
Closed -$261K – 184
2017
Q3 		$261K Buy
+2,301
New +$262K 0.06% 136
2016
Q4 		– Sell
-67,375
Closed -$7.85M – 171
2016
Q3 		$7.85M Buy
+67,375
New +$7.82M 1.62% 13
2014
Q1 		– Sell
-45,110
Closed -$4.96M – 92
2013
Q4 		$4.96M Buy
+45,110
New +$5.04M 2.11% 20

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Merriman Wealth Management sold out of iShares TIPS Bond ETF (TIP) in Q4 2024, closing a stake of 51,715 shares — an estimated $5.71M sold.

Merriman Wealth Management first reported a position in TIP in Q4 2013 and held it in 10 quarters. The position peaked at $9.29M in Q1 2020. 1,014 funds tracked by Wall St. Rank hold TIP as of Q4 2024.

  • Merriman Wealth Management reported no remaining iShares TIPS Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Merriman Wealth Management sold 51,715 iShares TIPS Bond ETF shares in Q4 2024, an estimated $5.71M.
  • Merriman Wealth Management first reported a position in iShares TIPS Bond ETF in Q4 2013 and held it in 10 quarters.
  • Merriman Wealth Management's iShares TIPS Bond ETF position peaked at $9.29M in Q1 2020.
  • 1,014 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2024.

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