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Resona Asset Management’s iShares TIPS Bond ETF TIP Stock Holding History

Resona Asset 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
2024
Q2 		– Sell
-63,536
Closed -$6.82M – 848
2024
Q1 		$6.82M Buy
+63,536
New +$6.79M 0.04% 392

Other funds holding TIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Resona Asset Management's TIP Position: Q2 2024 in Review

Resona Asset Management sold out of iShares TIPS Bond ETF (TIP) in Q2 2024, closing a stake of 63,536 shares — an estimated $6.82M sold.

Resona Asset Management first reported a position in TIP in Q1 2024 and held it in 1 quarter. The position peaked at $6.82M in Q1 2024. 1,026 funds tracked by Wall St. Rank hold TIP as of Q2 2024.

  • Resona Asset Management reported no remaining iShares TIPS Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Resona Asset Management sold 63,536 iShares TIPS Bond ETF shares in Q2 2024, an estimated $6.82M.
  • Resona Asset Management first reported a position in iShares TIPS Bond ETF in Q1 2024 and held it in 1 quarter.
  • Resona Asset Management's iShares TIPS Bond ETF position peaked at $6.82M in Q1 2024.
  • 1,026 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2024.

Based on Resona Asset Management's 13F filing for Q2 2024, filed 20 Feb 2025.