Schechter Investment Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Schechter Investment 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 Q1	$6.74M	Sell	60,628 -1,551	-2%	-$168K	0.55%	33
2024 Q4	$6.63M	Buy	62,179 +171	+0.3%	+$18.5K	0.51%	40
2024 Q3	$6.85M	Buy	62,008 +232	+0.4%	+$25.2K	0.5%	39
2024 Q2	$6.6M	Buy	61,776 +740	+1%	+$78.7K	0.5%	38
2024 Q1	$6.56M	Buy	61,036 +49	+0.1%	+$5.24K	0.49%	37
2023 Q4	$6.56M	Buy	60,987 +930	+2%	+$97.2K	0.57%	34
2023 Q3	$6.23M	Buy	60,057 +830	+1%	+$87.8K	0.6%	31
2023 Q2	$6.37M	Buy	59,227 +742	+1%	+$80.8K	0.57%	31
2023 Q1	$6.45M	Buy	58,485 +5,616	+11%	+$608K	0.6%	29
2022 Q4	$5.63M	Sell	52,869 -5,864	-10%	-$626K	0.51%	25
2022 Q3	$6.16M	Sell	58,733 -730	-1%	-$82.7K	0.61%	18
2022 Q2	$6.77M	Sell	59,463 -144	-0.2%	-$17.1K	0.66%	16
2022 Q1	$7.42M	Sell	59,607 -10,482	-15%	-$1.32M	0.69%	14
2021 Q4	$9.05M	Buy	+70,089	New	+$9.04M	0.82%	14

Other funds holding TIP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Schechter Investment Advisors's TIP Position: Q1 2025 in Review

Schechter Investment Advisors reduced its iShares TIPS Bond ETF (TIP) stake by 2.5% in Q1 2025, selling an estimated $168K and leaving 60,628 shares worth $6.74M. The position accounts for 0.55% of the portfolio, ranked #33.

Schechter Investment Advisors first reported a position in TIP in Q4 2021 and has held it in 14 quarters since. The position peaked at $9.05M in Q4 2021. 1,001 funds tracked by Wall St. Rank hold TIP as of Q1 2025.

Schechter Investment Advisors held 60,628 shares of iShares TIPS Bond ETF worth $6.74M as of Q1 2025.
Schechter Investment Advisors sold 1,551 iShares TIPS Bond ETF shares in Q1 2025, an estimated $168K.
iShares TIPS Bond ETF made up 0.55% of Schechter Investment Advisors's portfolio in Q1 2025, its #33 holding.
Schechter Investment Advisors first reported a position in iShares TIPS Bond ETF in Q4 2021 and has held it in 14 quarters since.
Schechter Investment Advisors's iShares TIPS Bond ETF position peaked at $9.05M in Q4 2021.
1,001 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.