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

Raleigh 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 Q1	–	Sell	-472	Closed	-$50.3K	–	1007
2024 Q4	$50.3K	Hold	472	–	–	0.02%	318
2024 Q3	$52.1K	Sell	472 -107	-18%	-$11.6K	0.02%	315
2024 Q2	$61.8K	Buy	579 +29	+5%	+$3.08K	0.03%	284
2024 Q1	$59.1K	Sell	550 -27	-5%	-$2.88K	0.03%	284
2023 Q4	$62K	Sell	577 -166	-22%	-$17.4K	0.03%	259
2023 Q3	$77.1K	Buy	743 +271	+57%	+$28.7K	0.04%	222
2023 Q2	$50.8K	Hold	472	–	–	0.03%	242
2023 Q1	$52K	Sell	472 -158	-25%	-$17.1K	0.03%	245
2022 Q4	$67K	Sell	630 -1,822	-74%	-$195K	0.03%	229
2022 Q3	$257K	Sell	2,452 -974	-28%	-$110K	0.15%	141
2022 Q2	$390K	Buy	3,426 +1,425	+71%	+$169K	0.22%	116
2022 Q1	$249K	Buy	+2,001	New	+$252K	0.14%	161

Other funds holding TIP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Raleigh Capital Management's TIP Position: Q1 2025 in Review

Raleigh Capital Management sold out of iShares TIPS Bond ETF (TIP) in Q1 2025, closing a stake of 472 shares — an estimated $50.3K sold.

Raleigh Capital Management first reported a position in TIP in Q1 2022 and held it in 12 quarters. The position peaked at $390K in Q2 2022. 1,004 funds tracked by Wall St. Rank hold TIP as of Q1 2025.

Raleigh Capital Management reported no remaining iShares TIPS Bond ETF position as of Q1 2025 after selling out during the quarter.
Raleigh Capital Management sold 472 iShares TIPS Bond ETF shares in Q1 2025, an estimated $50.3K.
Raleigh Capital Management first reported a position in iShares TIPS Bond ETF in Q1 2022 and held it in 12 quarters.
Raleigh Capital Management's iShares TIPS Bond ETF position peaked at $390K in Q2 2022.
1,004 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2025.

Based on Raleigh Capital Management's 13F filing for Q1 2025, filed 29 Apr 2025.