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

Ridgecrest 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
2024
Q4 		– Sell
-1,950
Closed -$215K – 117
2024
Q3 		$215K Hold
1,950
– – 0.11% 105
2024
Q2 		$208K Sell
1,950
-36
-2% -$3.83K 0.13% 96
2024
Q1 		$213K Hold
1,986
– – 0.13% 98
2023
Q4 		$213K Sell
1,986
-113
-5% -$11.8K 0.14% 93
2023
Q3 		$218K Sell
2,099
-541
-20% -$57.2K 0.15% 88
2023
Q2 		$284K Sell
2,640
-266
-9% -$29K 0.19% 78
2023
Q1 		$320K Sell
2,906
-285
-9% -$30.8K 0.23% 70
2022
Q4 		$340K Sell
3,191
-774
-20% -$82.7K 0.26% 66
2022
Q3 		$416K Sell
3,965
-9,411
-70% -$1.07M 0.34% 51
2022
Q2 		$1.52M Sell
13,376
-953
-7% -$113K 1.11% 24
2022
Q1 		$1.78M Sell
14,329
-2,928
-17% -$368K 1.13% 22
2021
Q4 		$2.23M Buy
17,257
+1,104
+7% +$142K 1.09% 25
2021
Q3 		$2.06M Sell
16,153
-673
-4% -$86.8K 1.12% 24
2021
Q2 		$2.15M Buy
16,826
+2,022
+14% +$257K 1.35% 21
2021
Q1 		$1.86M Buy
+14,804
New +$1.87M 1.77% 17

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $666B 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 $377B AUM 19.32% 1-Year Est. Return

Ridgecrest Wealth Partners's TIP Position: Q4 2024 in Review

Ridgecrest Wealth Partners sold out of iShares TIPS Bond ETF (TIP) in Q4 2024, closing a stake of 1,950 shares — an estimated $215K sold.

Ridgecrest Wealth Partners first reported a position in TIP in Q1 2021 and held it in 15 quarters. The position peaked at $2.23M in Q4 2021. 1,013 funds tracked by Wall St. Rank hold TIP as of Q4 2024.

  • Ridgecrest Wealth Partners reported no remaining iShares TIPS Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Ridgecrest Wealth Partners sold 1,950 iShares TIPS Bond ETF shares in Q4 2024, an estimated $215K.
  • Ridgecrest Wealth Partners first reported a position in iShares TIPS Bond ETF in Q1 2021 and held it in 15 quarters.
  • Ridgecrest Wealth Partners's iShares TIPS Bond ETF position peaked at $2.23M in Q4 2021.
  • 1,013 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2024.

Based on Ridgecrest Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.