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Register Financial Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Register Financial Advisors’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
Q3 		– Sell
-565
Closed -$62.2K – 353
2025
Q2 		$62.2K Hold
565
– – 0.03% 257
2025
Q1 		$62.8K Hold
565
– – 0.03% 232
2024
Q4 		$60.2K Hold
565
– – 0.03% 227
2024
Q3 		$62.4K Hold
565
– – 0.03% 225
2024
Q2 		$60.3K Sell
565
-23
-4% -$2.44K 0.03% 325
2024
Q1 		$63.2K Sell
588
-132
-18% -$14.1K 0.03% 318
2023
Q4 		$77.4K Buy
720
+682
+1,795% +$71.3K 0.05% 197
2023
Q3 		$3.97K Hold
38
– – ﹤0.01% 475
2023
Q2 		$4.08K Hold
38
– – ﹤0.01% 467
2023
Q1 		$4.14K Hold
38
– – ﹤0.01% 462
2022
Q4 		$3.99K Buy
+38
New +$4.06K ﹤0.01% 695

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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return