SP
TIP icon

Sequent Planning’s iShares TIPS Bond ETF TIP Stock Holding History

Sequent Planning’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
2026
Q1 		$3.75M Sell
34,013
-1,035
-3% -$115K 0.91% 25
2025
Q4 		$3.85M Buy
35,048
+1,370
+4% +$152K 0.98% 25
2025
Q3 		$3.75M Sell
33,678
-77,424
-70% -$8.55M 1.06% 25
2025
Q2 		$12.2M Buy
111,102
+6,821
+7% +$744K 3.87% 4
2025
Q1 		$11.6M Buy
104,281
+9,376
+10% +$1.02M 4.17% 4
2024
Q4 		$10.1M Sell
94,905
-12,311
-11% -$1.33M 3.71% 4
2024
Q3 		$11.8M Sell
107,216
-9,988
-9% -$1.09M 4.08% 3
2024
Q2 		$12.4M Buy
117,204
+7,368
+7% +$783K 4.25% 3
2024
Q1 		$11.8M Buy
+109,836
New +$11.7M 4.27% 4

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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return