OPS
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Orion Portfolio Solutions’s iShares TIPS Bond ETF TIP Stock Holding History

Orion Portfolio Solutions’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
Q1 		$3.67M Buy
33,015
+110
+0.3% +$11.9K 0.04% 448
2024
Q4 		$3.51M Sell
32,905
-123,275
-79% -$13.3M 0.03% 437
2024
Q3 		$17.3M Buy
156,180
+61,144
+64% +$6.64M 0.17% 117
2024
Q2 		$10.1M Buy
95,036
+7,084
+8% +$753K 0.11% 186
2024
Q1 		$9.45M Buy
87,952
+11,993
+16% +$1.28M 0.1% 206
2023
Q4 		$8.13M Buy
75,959
+10,543
+16% +$1.1M 0.09% 206
2023
Q3 		$6.78M Buy
65,416
+12,591
+24% +$1.33M 0.08% 230
2023
Q2 		$5.68M Buy
52,825
+4,118
+8% +$448K 0.06% 302
2023
Q1 		$5.37M Sell
48,707
-143,853
-75% -$15.6M 0.07% 263
2022
Q4 		$20.5M Buy
192,560
+159,800
+488% +$17.1M 0.72% 22
2022
Q3 		$3.44M Buy
32,760
+561
+2% +$63.5K 0.14% 107
2022
Q2 		$3.67M Buy
32,199
+16,539
+106% +$1.96M 0.15% 101
2022
Q1 		$1.95M Sell
15,660
-4,930
-24% -$620K 0.07% 177
2021
Q4 		$2.66M Buy
20,590
+3,574
+21% +$461K 0.09% 140
2021
Q3 		$2.17M Buy
17,016
+11,427
+204% +$1.47M 0.08% 153
2021
Q2 		$715K Buy
5,589
+2,855
+104% +$363K 0.03% 284
2021
Q1 		$343K Sell
2,734
-1,935
-41% -$245K 0.01% 400
2020
Q4 		$596K Buy
4,669
+1,139
+32% +$144K 0.03% 267
2020
Q3 		$447K Buy
3,530
+244
+7% +$30.7K 0.02% 287
2020
Q2 		$404K Buy
3,286
+2,435
+286% +$296K 0.02% 271
2020
Q1 		$100K Sell
851
-865
-50% -$102K 0.01% 444
2019
Q4 		$200K Buy
+1,716
New +$199K 0.02% 313

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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Orion Portfolio Solutions's TIP Position: Q1 2025 in Review

Orion Portfolio Solutions increased its iShares TIPS Bond ETF (TIP) stake by 0.33% in Q1 2025, buying an estimated $11.9K and bringing the position to 33,015 shares worth $3.67M. The position accounts for 0.04% of the portfolio, ranked #448.

Orion Portfolio Solutions first reported a position in TIP in Q4 2019 and has held it in 22 quarters since. The position peaked at $20.5M in Q4 2022. 1,001 funds tracked by Wall St. Rank hold TIP as of Q1 2025.

  • Orion Portfolio Solutions held 33,015 shares of iShares TIPS Bond ETF worth $3.67M as of Q1 2025.
  • Orion Portfolio Solutions bought 110 iShares TIPS Bond ETF shares in Q1 2025, an estimated $11.9K.
  • iShares TIPS Bond ETF made up 0.04% of Orion Portfolio Solutions's portfolio in Q1 2025, its #448 holding.
  • Orion Portfolio Solutions first reported a position in iShares TIPS Bond ETF in Q4 2019 and has held it in 22 quarters since.
  • Orion Portfolio Solutions's iShares TIPS Bond ETF position peaked at $20.5M in Q4 2022.
  • 1,001 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.