Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
RG
Retirement Group’s
iShares TIPS Bond ETF
TIP
Stock Holding History
Retirement Group’s Portfolio
TIP Stock Details
TIP Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q1
$25.3K
Sell
236
-246
-51%
-$26.3K
0.01%
320
2023
Q4
$51.8K
Buy
482
+2
+0.4%
+$209
0.02%
216
2023
Q3
$49.8K
Buy
480
+3
+0.6%
+$317
0.02%
203
2023
Q2
$51.4K
Buy
477
+228
+92%
+$24.8K
0.02%
202
2023
Q1
$27K
Hold
249
–
–
0.01%
266
2022
Q4
$27K
Buy
249
+1
+0.4%
+$107
0.01%
236
2022
Q3
$26K
Buy
248
+7
+3%
+$793
0.02%
161
2022
Q2
$27K
Buy
241
+6
+3%
+$712
0.01%
274
2022
Q1
$29K
Buy
235
+1
+0.4%
+$126
0.01%
283
2021
Q4
$30K
Buy
234
+3
+1%
+$387
0.01%
275
2021
Q3
$30K
Buy
231
+4
+2%
+$516
0.01%
271
2021
Q2
$29K
Buy
227
+3
+1%
+$381
0.01%
281
2021
Q1
$28K
Hold
224
–
–
0.01%
336
2020
Q4
$28K
Sell
224
-1,167
-84%
-$147K
0.01%
325
2020
Q3
$176K
Buy
1,391
+648
+87%
+$81.4K
0.1%
130
2020
Q2
$91K
Buy
+743
New
+$90.3K
0.06%
178
2019
Q4
$1K
Buy
+9
New
+$1.05K
﹤0.01%
623
Other funds holding TIP
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Tokyo, Japan
$40.6B AUM
25.18%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close