NP
TIP icon

NorthRock Partners’s iShares TIPS Bond ETF TIP Stock Holding History

NorthRock 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
2025
Q2 		– Sell
-210
Closed -$23.3K – 914
2025
Q1 		$23.3K Sell
210
-29
-12% -$3.15K ﹤0.01% 730
2024
Q4 		$25.5K Sell
239
-625
-72% -$67.7K ﹤0.01% 685
2024
Q3 		$95.4K Sell
864
-1,087
-56% -$118K ﹤0.01% 657
2024
Q2 		$208K Sell
1,951
-5,535
-74% -$589K 0.01% 568
2024
Q1 		$804K Sell
7,486
-2,383
-24% -$255K 0.03% 240
2023
Q4 		$1.06M Buy
+9,869
New +$1.03M 0.04% 185
2016
Q2 		– Sell
-2,181
Closed -$250K – 53
2016
Q1 		$250K Buy
+2,181
New +$244K 0.13% 33
2015
Q4 		– Sell
-2,232
Closed -$247K – 43
2015
Q3 		$247K Sell
2,232
-4
-0.2% -$446 0.16% 30
2015
Q2 		$251K Buy
2,236
+21
+0.9% +$2.37K 0.12% 38
2015
Q1 		$252K Sell
2,215
-309
-12% -$35K 0.15% 35
2014
Q4 		$283K Buy
+2,524
New +$285K 0.17% 31

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

NorthRock Partners's TIP Position: Q2 2025 in Review

NorthRock Partners sold out of iShares TIPS Bond ETF (TIP) in Q2 2025, closing a stake of 210 shares — an estimated $23.3K sold.

NorthRock Partners first reported a position in TIP in Q4 2014 and held it in 11 quarters. The position peaked at $1.06M in Q4 2023. 976 funds tracked by Wall St. Rank hold TIP as of Q2 2025.

  • NorthRock Partners reported no remaining iShares TIPS Bond ETF position as of Q2 2025 after selling out during the quarter.
  • NorthRock Partners sold 210 iShares TIPS Bond ETF shares in Q2 2025, an estimated $23.3K.
  • NorthRock Partners first reported a position in iShares TIPS Bond ETF in Q4 2014 and held it in 11 quarters.
  • NorthRock Partners's iShares TIPS Bond ETF position peaked at $1.06M in Q4 2023.
  • 976 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2025.

Based on NorthRock Partners's 13F filing for Q2 2025, filed 25 Jul 2025.