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Private Portfolio Partners’s iShares TIPS Bond ETF TIP Stock Holding History

Private Portfolio Partners’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
Q4 		$335K Buy
3,147
+835
+36% +$90.4K 0.06% 222
2024
Q3 		$255K Buy
+2,312
New +$251K 0.05% 252
2024
Q2 		– Sell
-2,196
Closed -$236K – 241
2024
Q1 		$236K Buy
+2,196
New +$235K 0.05% 247
2023
Q4 		– Sell
-57,353
Closed -$5.95M – 269
2023
Q3 		$5.95M Buy
57,353
+207
+0.4% +$21.9K 1.54% 14
2023
Q2 		$6.15M Sell
57,146
-347
-0.6% -$37.8K 1.58% 14
2023
Q1 		$6.34M Sell
57,493
-273
-0.5% -$29.5K 1.72% 13
2022
Q4 		$6.15M Buy
57,766
+1,490
+3% +$159K 1.62% 13
2022
Q3 		$5.9M Sell
56,276
-14,632
-21% -$1.66M 1.68% 11
2022
Q2 		$8.08M Buy
70,908
+6,316
+10% +$749K 2.25% 9
2022
Q1 		$8.05M Sell
64,592
-6,407
-9% -$806K 1.99% 8
2021
Q4 		$9.17M Buy
70,999
+7,516
+12% +$969K 2.35% 6
2021
Q3 		$8.11M Buy
63,483
+12,381
+24% +$1.6M 2.32% 6
2021
Q2 		$6.54M Buy
51,102
+3,655
+8% +$464K 1.9% 7
2021
Q1 		$5.95M Buy
47,447
+6,550
+16% +$829K 1.93% 7
2020
Q4 		$5.22M Buy
40,897
+223
+0.5% +$28.1K 1.85% 10
2020
Q3 		$5.15M Buy
40,674
+4,107
+11% +$516K 2.09% 8
2020
Q2 		$4.5M Buy
36,567
+3,260
+10% +$396K 2.08% 7
2020
Q1 		$3.93M Sell
33,307
-221
-0.7% -$26K 2.09% 7
2019
Q4 		$3.91M Buy
33,528
+2,784
+9% +$324K 1.7% 9
2019
Q3 		$3.58M Buy
30,744
+5,538
+22% +$643K 1.68% 9
2019
Q2 		$2.91M Buy
25,206
+3,121
+14% +$355K 1.25% 14
2019
Q1 		$2.5M Buy
22,085
+627
+3% +$69.5K 1.32% 15
2018
Q4 		$2.35M Buy
+21,458
New +$2.34M 1.45% 14

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Private Portfolio Partners's TIP Position: Q4 2024 in Review

Private Portfolio Partners increased its iShares TIPS Bond ETF (TIP) stake by 36% in Q4 2024, buying an estimated $90.4K and bringing the position to 3,147 shares worth $335K. The position accounts for 0.06% of the portfolio, ranked #222.

Private Portfolio Partners first reported a position in TIP in Q4 2018 and has held it in 23 quarters since. The position peaked at $9.17M in Q4 2021. 1,013 funds tracked by Wall St. Rank hold TIP as of Q4 2024.

  • Private Portfolio Partners held 3,147 shares of iShares TIPS Bond ETF worth $335K as of Q4 2024.
  • Private Portfolio Partners bought 835 iShares TIPS Bond ETF shares in Q4 2024, an estimated $90.4K.
  • iShares TIPS Bond ETF made up 0.06% of Private Portfolio Partners's portfolio in Q4 2024, its #222 holding.
  • Private Portfolio Partners first reported a position in iShares TIPS Bond ETF in Q4 2018 and has held it in 23 quarters since.
  • Private Portfolio Partners's iShares TIPS Bond ETF position peaked at $9.17M in Q4 2021.
  • 1,013 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2024.

Based on Private Portfolio Partners's 13F filing for Q4 2024, filed 12 Feb 2025.