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Northwest Financial Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Northwest Financial 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
-387
Closed -$42.8K – 496
2024
Q3 		$42.8K Buy
+387
New +$42K 0.03% 248
2024
Q1 		– Sell
-679
Closed -$73K – 478
2023
Q4 		$73K Buy
+679
New +$71K 0.06% 174

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return

Northwest Financial Advisors's TIP Position: Q4 2024 in Review

Northwest Financial Advisors sold out of iShares TIPS Bond ETF (TIP) in Q4 2024, closing a stake of 387 shares — an estimated $42.8K sold.

Northwest Financial Advisors first reported a position in TIP in Q4 2023 and held it in 2 quarters. The position peaked at $73K in Q4 2023. 1,016 funds tracked by Wall St. Rank hold TIP as of Q4 2024.

  • Northwest Financial Advisors reported no remaining iShares TIPS Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 387 iShares TIPS Bond ETF shares in Q4 2024, an estimated $42.8K.
  • Northwest Financial Advisors first reported a position in iShares TIPS Bond ETF in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's iShares TIPS Bond ETF position peaked at $73K in Q4 2023.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.