PCM
TIP icon

Prelude Capital Management’s iShares TIPS Bond ETF TIP Stock Holding History

Prelude Capital Management’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
-5,000
Closed -$555K – 1353
2025
Q1 		$555K Buy
+5,000
New +$543K 0.04% 470
2020
Q3 		– Sell
-3,730
Closed -$459K – 2340
2020
Q2 		$459K Buy
+3,730
New +$453K 0.03% 490
2020
Q1 		– Sell
-40,000
Closed -$4.71M – 2020
2019
Q4 		$4.66M Hold
40,000
– – 0.18% 75
2019
Q3 		$4.65M Buy
+40,000
New +$4.64M 0.21% 56
2016
Q3 		– Sell
-1,000
Closed -$117K – 1817
2016
Q2 		$117K Buy
+1,000
New +$115K 0.02% 694

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