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Miller Equity Capital Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Miller Equity Capital Advisors’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
-17,350
Closed -$1.85M – 27
2024
Q4 		$1.85M Buy
17,350
+610
+4% +$66K 0.71% 32
2024
Q3 		$1.85M Buy
16,740
+495
+3% +$53.8K 0.72% 32
2024
Q2 		$1.73M Buy
16,245
+150
+0.9% +$15.9K 0.72% 32
2024
Q1 		$1.73M Buy
16,095
+7,220
+81% +$771K 0.71% 32
2023
Q4 		$954K Buy
8,875
+1,325
+18% +$139K 0.43% 38
2023
Q3 		$783K Buy
7,550
+50
+0.7% +$5.29K 0.41% 39
2023
Q2 		$807K Buy
7,500
+110
+1% +$12K 0.41% 40
2023
Q1 		$815K Buy
7,390
+110
+2% +$11.9K 0.46% 39
2022
Q4 		$775K Buy
7,280
+200
+3% +$21.4K 0.5% 39
2022
Q3 		$743K Hold
7,080
– – 0.55% 41
2022
Q2 		$806K Buy
7,080
+100
+1% +$11.9K 0.69% 40
2022
Q1 		$869K Buy
6,980
+810
+13% +$102K 0.74% 39
2021
Q4 		$797K Buy
6,170
+1,065
+21% +$137K 0.74% 36
2021
Q3 		$652K Buy
5,105
+1,260
+33% +$162K 0.64% 37
2021
Q2 		$492K Buy
3,845
+100
+3% +$12.7K 0.51% 39
2021
Q1 		$470K Hold
3,745
– – 0.59% 37
2020
Q4 		$478K Hold
3,745
– – 0.64% 37
2020
Q3 		$474K Hold
3,745
– – 0.71% 34
2020
Q2 		$461K Hold
3,745
– – 0.75% 31
2020
Q1 		$442K Sell
3,745
-680
-15% -$80.1K 0.83% 29
2019
Q4 		$516K Buy
+4,425
New +$514K 0.66% 31

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Miller Equity Capital Advisors's TIP Position: Q1 2025 in Review

Miller Equity Capital Advisors sold out of iShares TIPS Bond ETF (TIP) in Q1 2025, closing a stake of 17,350 shares — an estimated $1.85M sold.

Miller Equity Capital Advisors first reported a position in TIP in Q4 2019 and held it in 21 quarters. The position peaked at $1.85M in Q3 2024. 1,004 funds tracked by Wall St. Rank hold TIP as of Q1 2025.

  • Miller Equity Capital Advisors reported no remaining iShares TIPS Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Miller Equity Capital Advisors sold 17,350 iShares TIPS Bond ETF shares in Q1 2025, an estimated $1.85M.
  • Miller Equity Capital Advisors first reported a position in iShares TIPS Bond ETF in Q4 2019 and held it in 21 quarters.
  • Miller Equity Capital Advisors's iShares TIPS Bond ETF position peaked at $1.85M in Q3 2024.
  • 1,004 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2025.

Based on Miller Equity Capital Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.