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Steve Schonfeld’s iShares TIPS Bond ETF TIP Stock Holding History

Steve Schonfeld’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
-24,727
Closed -$2.73M – 2382
2024
Q3 		$2.73M Buy
+24,727
New +$2.69M 0.02% 759
2024
Q2 		– Sell
-390,261
Closed -$41.9M – 2557
2024
Q1 		$41.9M Buy
390,261
+330,402
+552% +$35.3M 0.28% 42
2023
Q4 		$6.43M Buy
+59,859
New +$6.26M 0.04% 454

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Steve Schonfeld's TIP Position: Q4 2024 in Review

Steve Schonfeld sold out of iShares TIPS Bond ETF (TIP) in Q4 2024, closing a stake of 24,727 shares — an estimated $2.73M sold.

Steve Schonfeld first reported a position in TIP in Q4 2023 and held it in 3 quarters. The position peaked at $41.9M in Q1 2024. 1,015 funds tracked by Wall St. Rank hold TIP as of Q4 2024.

  • Steve Schonfeld reported no remaining iShares TIPS Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Steve Schonfeld sold 24,727 iShares TIPS Bond ETF shares in Q4 2024, an estimated $2.73M.
  • Steve Schonfeld first reported a position in iShares TIPS Bond ETF in Q4 2023 and held it in 3 quarters.
  • Steve Schonfeld's iShares TIPS Bond ETF position peaked at $41.9M in Q1 2024.
  • 1,015 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2024.

Based on Schonfeld Strategic Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.