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

Proquility Private Wealth 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
2025 Q1	$634K	Buy	+5,703	New	+$619K	0.2%	77
2023 Q4	–	Sell	-1,939	Closed	-$201K	–	102
2023 Q3	$201K	Hold	1,939	–	–	0.08%	88
2023 Q2	$209K	Sell	1,939 -12	-0.6%	-$1.31K	0.08%	85
2023 Q1	$215K	Sell	1,951 -478	-20%	-$51.7K	0.09%	94
2022 Q4	$259K	Sell	2,429 -358	-13%	-$38.2K	0.11%	94
2022 Q3	$292K	Sell	2,787 -898	-24%	-$102K	0.13%	83
2022 Q2	$420K	Hold	3,685	–	–	0.18%	86
2022 Q1	$435K	Sell	3,685 -68	-2%	-$8.55K	0.18%	81
2021 Q4	$461K	Sell	3,753 -481	-11%	-$62K	0.16%	88
2021 Q3	$541K	Buy	4,234 +1,105	+35%	+$142K	0.2%	76
2021 Q2	$401K	Sell	3,129 -48	-2%	-$6.1K	0.15%	79
2021 Q1	$399K	Sell	3,177 -271	-8%	-$34.3K	0.16%	80
2020 Q4	$440K	Buy	+3,448	New	+$435K	0.2%	76

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

Proquility Private Wealth Partners's TIP Position: Q1 2025 in Review

Proquility Private Wealth Partners opened a new position in iShares TIPS Bond ETF (TIP) in Q1 2025: 5,703 shares worth $634K. The stake represents 0.2% of the portfolio and ranks #77 among its holdings. This is a return to the name: Proquility Private Wealth Partners previously reported a position in TIP as recently as Q3 2023.

Proquility Private Wealth Partners first reported a position in TIP in Q4 2020 and has held it in 13 quarters since. 1,001 funds tracked by Wall St. Rank hold TIP as of Q1 2025.

Proquility Private Wealth Partners held 5,703 shares of iShares TIPS Bond ETF worth $634K as of Q1 2025.
iShares TIPS Bond ETF was a new Proquility Private Wealth Partners position in Q1 2025.
iShares TIPS Bond ETF made up 0.2% of Proquility Private Wealth Partners's portfolio in Q1 2025, its #77 holding.
Proquility Private Wealth Partners first reported a position in iShares TIPS Bond ETF in Q4 2020 and has held it in 13 quarters since.
1,001 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2025.

Based on Proquility Private Wealth Partners's 13F filing for Q1 2025, filed 15 May 2025.