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Principal Securities’s iShares TIPS Bond ETF TIP Stock Holding History

Principal Securities’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
2026
Q1 		$7.62M Sell
69,063
-2,797
-4% -$310K 0.11% 168
2025
Q4 		$7.9M Buy
71,860
+2,313
+3% +$257K 0.12% 161
2025
Q3 		$7.74M Buy
69,547
+3,634
+6% +$401K 0.13% 148
2025
Q2 		$7.25M Buy
65,913
+2,401
+4% +$262K 0.14% 146
2025
Q1 		$6.77M Buy
63,512
+275
+0.4% +$29.9K 0.15% 134
2024
Q4 		$6.74M Sell
63,237
-284,026
-82% -$30.7M 0.15% 134
2024
Q3 		$38.4M Buy
347,263
+14,876
+4% +$1.62M 0.93% 16
2024
Q2 		$35.5M Buy
332,387
+271,956
+450% +$28.9M 0.98% 16
2024
Q1 		$6.49M Buy
60,431
+12,177
+25% +$1.3M 0.2% 97
2023
Q4 		$5.19M Buy
+48,254
New +$5.05M 0.19% 107

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
BlackRock
BlackRock New York $5.7T 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 $564B AUM 30.12% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return