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Mosaic Family Wealth Partners’s iShares TIPS Bond ETF TIP Stock Holding History

Mosaic Family Wealth Partners’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
-2,248
Closed -$248K – 222
2024
Q3 		$248K Buy
2,248
+2
+0.1% +$217 0.04% 180
2024
Q2 		$240K Sell
2,246
-26
-1% -$2.76K 0.04% 177
2024
Q1 		$244K Buy
2,272
+2
+0.1% +$214 0.04% 184
2023
Q4 		$244K Buy
2,270
+7
+0.3% +$732 0.04% 167
2023
Q3 		$235K Sell
2,263
-335
-13% -$35.5K 0.05% 163
2023
Q2 		$280K Sell
2,598
-429
-14% -$46.7K 0.06% 152
2023
Q1 		$334K Sell
3,027
-137
-4% -$14.8K 0.07% 130
2022
Q4 		$337K Buy
+3,164
New +$338K 0.1% 130

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

Mosaic Family Wealth Partners's TIP Position: Q4 2024 in Review

Mosaic Family Wealth Partners sold out of iShares TIPS Bond ETF (TIP) in Q4 2024, closing a stake of 2,248 shares — an estimated $248K sold.

Mosaic Family Wealth Partners first reported a position in TIP in Q4 2022 and held it in 8 quarters. The position peaked at $337K in Q4 2022. 1,013 funds tracked by Wall St. Rank hold TIP as of Q4 2024.

  • Mosaic Family Wealth Partners reported no remaining iShares TIPS Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Mosaic Family Wealth Partners sold 2,248 iShares TIPS Bond ETF shares in Q4 2024, an estimated $248K.
  • Mosaic Family Wealth Partners first reported a position in iShares TIPS Bond ETF in Q4 2022 and held it in 8 quarters.
  • Mosaic Family Wealth Partners's iShares TIPS Bond ETF position peaked at $337K in Q4 2022.
  • 1,013 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2024.

Based on Mosaic Family Wealth Partners's 13F filing for Q4 2024, filed 18 Feb 2025.