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Northwest & Ethical Investments’s iShares TIPS Bond ETF TIP Stock Holding History

Northwest & Ethical Investments’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
-69,837
Closed -$7.76M – 543
2025
Q1 		$7.76M Sell
69,837
-1,980
-3% -$215K 0.21% 136
2024
Q4 		$7.65M Buy
+71,817
New +$7.77M 0.21% 150

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

Northwest & Ethical Investments's TIP Position: Q2 2025 in Review

Northwest & Ethical Investments sold out of iShares TIPS Bond ETF (TIP) in Q2 2025, closing a stake of 69,837 shares — an estimated $7.76M sold.

Northwest & Ethical Investments first reported a position in TIP in Q4 2024 and held it in 2 quarters. The position peaked at $7.76M in Q1 2025. 975 funds tracked by Wall St. Rank hold TIP as of Q2 2025.

  • Northwest & Ethical Investments reported no remaining iShares TIPS Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Northwest & Ethical Investments sold 69,837 iShares TIPS Bond ETF shares in Q2 2025, an estimated $7.76M.
  • Northwest & Ethical Investments first reported a position in iShares TIPS Bond ETF in Q4 2024 and held it in 2 quarters.
  • Northwest & Ethical Investments's iShares TIPS Bond ETF position peaked at $7.76M in Q1 2025.
  • 975 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2025.

Based on Northwest & Ethical Investments's 13F filing for Q2 2025, filed 13 Aug 2025.