Principal Financial Group
TIP icon

Principal Financial Group’s iShares TIPS Bond ETF TIP Stock Holding History

Principal Financial Group’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
Q2 		– Sell
-13,577
Closed -$1.46M – 2461
2024
Q1 		$1.46M Buy
13,577
+117
+0.9% +$12.5K ﹤0.01% 1820
2023
Q4 		$1.45M Buy
13,460
+1,488
+12% +$156K ﹤0.01% 1798
2023
Q3 		$1.24M Buy
+11,972
New +$1.27M ﹤0.01% 1816
2021
Q4 		– Sell
-3,466
Closed -$443K – 2629
2021
Q3 		$443K Buy
+3,466
New +$447K ﹤0.01% 2201

Other funds holding TIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Principal Financial Group's TIP Position: Q2 2024 in Review

Principal Financial Group sold out of iShares TIPS Bond ETF (TIP) in Q2 2024, closing a stake of 13,577 shares — an estimated $1.46M sold.

Principal Financial Group first reported a position in TIP in Q3 2021 and held it in 4 quarters. The position peaked at $1.46M in Q1 2024. 1,026 funds tracked by Wall St. Rank hold TIP as of Q2 2024.

  • Principal Financial Group reported no remaining iShares TIPS Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Principal Financial Group sold 13,577 iShares TIPS Bond ETF shares in Q2 2024, an estimated $1.46M.
  • Principal Financial Group first reported a position in iShares TIPS Bond ETF in Q3 2021 and held it in 4 quarters.
  • Principal Financial Group's iShares TIPS Bond ETF position peaked at $1.46M in Q1 2024.
  • 1,026 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2024.

Based on Principal Financial Group's 13F filing for Q2 2024, filed 29 Jul 2024.