Pin Oak Investment Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Pin Oak Investment 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
2025 Q1	–	Sell	-25	Closed	-$3K	–	483
2024 Q4	$3K	Hold	25	–	–	﹤0.01%	417
2024 Q3	$2K	Hold	25	–	–	﹤0.01%	439
2024 Q2	$3K	Hold	25	–	–	﹤0.01%	414
2024 Q1	$3K	Hold	25	–	–	﹤0.01%	415
2023 Q4	$3K	Hold	25	–	–	﹤0.01%	422
2023 Q3	$3K	Hold	25	–	–	﹤0.01%	423
2023 Q2	$3K	Buy	+25	New	+$2.72K	﹤0.01%	412
2020 Q1	–	Sell	-10	Closed	-$1K	–	425
2019 Q4	$1K	Hold	10	–	–	﹤0.01%	386
2019 Q3	$1K	Hold	10	–	–	﹤0.01%	410
2019 Q2	$1K	Hold	10	–	–	﹤0.01%	456
2019 Q1	$1K	Hold	10	–	–	﹤0.01%	418
2018 Q4	$1K	Sell	10 -95	-90%	-$10.4K	﹤0.01%	416
2018 Q3	$12K	Hold	105	–	–	0.01%	307
2018 Q2	$12K	Sell	105 -34	-24%	-$3.82K	0.01%	309
2018 Q1	$16K	Hold	139	–	–	0.01%	291
2017 Q4	$16K	Buy	+139	New	+$15.8K	0.01%	297

Other funds holding TIP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Concord, California $49B AUM 17.78% 1-Year Est. Return

Pin Oak Investment Advisors's TIP Position: Q1 2025 in Review

Pin Oak Investment Advisors sold out of iShares TIPS Bond ETF (TIP) in Q1 2025, closing a stake of 25 shares — an estimated $3K sold.

Pin Oak Investment Advisors first reported a position in TIP in Q4 2017 and held it in 16 quarters. The position peaked at $16K in Q1 2018. 1,001 funds tracked by Wall St. Rank hold TIP as of Q1 2025.

Pin Oak Investment Advisors reported no remaining iShares TIPS Bond ETF position as of Q1 2025 after selling out during the quarter.
Pin Oak Investment Advisors sold 25 iShares TIPS Bond ETF shares in Q1 2025, an estimated $3K.
Pin Oak Investment Advisors first reported a position in iShares TIPS Bond ETF in Q4 2017 and held it in 16 quarters.
Pin Oak Investment Advisors's iShares TIPS Bond ETF position peaked at $16K in Q1 2018.
1,001 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2025.

Based on Pin Oak Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.