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SFE Investment Counsel’s iShares TIPS Bond ETF TIP Stock Holding History

SFE Investment Counsel’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
Q3 		– Sell
-2,250
Closed -$240K – 119
2024
Q2 		$240K Sell
2,250
-31
-1% -$3.3K 0.05% 114
2024
Q1 		$245K Buy
2,281
+31
+1% +$3.31K 0.06% 114
2023
Q4 		$242K Sell
2,250
-108
-5% -$11.3K 0.06% 108
2023
Q3 		$245K Sell
2,358
-130
-5% -$13.8K 0.07% 112
2023
Q2 		$268K Hold
2,488
– – 0.08% 110
2023
Q1 		$273K Hold
2,488
– – 0.08% 108
2022
Q4 		$272K Sell
2,488
-9,076
-78% -$969K 0.08% 109
2022
Q3 		$1.21M Sell
11,564
-183
-2% -$20.7K 0.38% 72
2022
Q2 		$1.34M Hold
11,747
– – 0.4% 72
2022
Q1 		$1.46M Buy
11,747
+7,019
+148% +$883K 0.37% 76
2021
Q4 		$611K Buy
+4,728
New +$610K 0.16% 94

Other funds holding TIP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

SFE Investment Counsel's TIP Position: Q3 2024 in Review

SFE Investment Counsel sold out of iShares TIPS Bond ETF (TIP) in Q3 2024, closing a stake of 2,250 shares — an estimated $240K sold.

SFE Investment Counsel first reported a position in TIP in Q4 2021 and held it in 11 quarters. The position peaked at $1.46M in Q1 2022. 959 funds tracked by Wall St. Rank hold TIP as of Q3 2024.

  • SFE Investment Counsel reported no remaining iShares TIPS Bond ETF position as of Q3 2024 after selling out during the quarter.
  • SFE Investment Counsel sold 2,250 iShares TIPS Bond ETF shares in Q3 2024, an estimated $240K.
  • SFE Investment Counsel first reported a position in iShares TIPS Bond ETF in Q4 2021 and held it in 11 quarters.
  • SFE Investment Counsel's iShares TIPS Bond ETF position peaked at $1.46M in Q1 2022.
  • 959 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2024.

Based on SFE Investment Counsel's 13F filing for Q3 2024, filed 25 Oct 2024.