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MKT Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

MKT 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
2024
Q4 		– Sell
-2,500
Closed -$277K – 158
2024
Q3 		$277K Sell
2,500
-38
-1% -$4.13K 0.13% 119
2024
Q2 		$271K Sell
2,538
-214
-8% -$22.8K 0.13% 119
2024
Q1 		$291K Sell
2,752
-141
-5% -$15.1K 0.16% 107
2023
Q4 		$309K Sell
2,893
-84
-3% -$8.78K 0.2% 97
2023
Q3 		$306K Buy
2,977
+225
+8% +$23.8K 0.23% 91
2023
Q2 		$295K Buy
2,752
+52
+2% +$5.66K 0.21% 94
2023
Q1 		$299K Hold
2,700
– – 0.22% 89
2022
Q4 		$292K Buy
2,700
+118
+5% +$12.6K 0.22% 89
2022
Q3 		$271K Hold
2,582
– – 0.24% 88
2022
Q2 		$294K Hold
2,582
– – 0.23% 93
2022
Q1 		$304K Hold
2,582
– – 0.23% 92
2021
Q4 		$323K Buy
+2,582
New +$333K 0.25% 88

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 $1.6B AUM 20.7% 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

MKT Advisors's TIP Position: Q4 2024 in Review

MKT Advisors sold out of iShares TIPS Bond ETF (TIP) in Q4 2024, closing a stake of 2,500 shares — an estimated $277K sold.

MKT Advisors first reported a position in TIP in Q4 2021 and held it in 12 quarters. The position peaked at $323K in Q4 2021. 1,013 funds tracked by Wall St. Rank hold TIP as of Q4 2024.

  • MKT Advisors reported no remaining iShares TIPS Bond ETF position as of Q4 2024 after selling out during the quarter.
  • MKT Advisors sold 2,500 iShares TIPS Bond ETF shares in Q4 2024, an estimated $277K.
  • MKT Advisors first reported a position in iShares TIPS Bond ETF in Q4 2021 and held it in 12 quarters.
  • MKT Advisors's iShares TIPS Bond ETF position peaked at $323K in Q4 2021.
  • 1,013 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2024.

Based on MKT Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.