Strategic Wealth Investment Group’s iShares TIPS Bond ETF TIP Stock Holding History

Strategic Wealth Investment Group’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	–	Sell	-11,723	Closed	-$1.25M	–	109
2024 Q4	$1.25M	Sell	11,723 -1,075	-8%	-$116K	0.14%	66
2024 Q3	$1.42M	Sell	12,798 -87,461	-87%	-$9.5M	0.15%	63
2024 Q2	$10.6M	Buy	+100,259	New	+$10.7M	1.34%	23
2023 Q4	$9.78M	Buy	90,876 +5,399	+6%	+$565K	1.47%	25
2023 Q3	$8.87M	Buy	85,477 +2,713	+3%	+$287K	1.61%	23
2023 Q2	$8.91M	Buy	82,764 +3,123	+4%	+$340K	1.41%	23
2023 Q1	$8.78M	Buy	79,641 +13,927	+21%	+$1.51M	1.63%	19
2022 Q4	$7.14M	Buy	65,714 +13,222	+25%	+$1.41M	1.65%	18
2022 Q3	$5.51M	Buy	52,492 +2,731	+5%	+$309K	1.58%	15
2022 Q2	$5.67M	Buy	49,761 +18,493	+59%	+$2.19M	1.42%	15
2022 Q1	$3.9M	Buy	31,268 +8,954	+40%	+$1.13M	0.93%	33
2021 Q4	$2.88M	Buy	22,314 +9,044	+68%	+$1.17M	0.75%	36
2021 Q3	$1.69M	Buy	13,270 +10,666	+410%	+$1.38M	0.51%	42
2021 Q2	$333K	Buy	+2,604	New	+$331K	0.12%	62

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

Strategic Wealth Investment Group's TIP Position: Q1 2025 in Review

Strategic Wealth Investment Group sold out of iShares TIPS Bond ETF (TIP) in Q1 2025, closing a stake of 11,723 shares — an estimated $1.25M sold.

Strategic Wealth Investment Group first reported a position in TIP in Q2 2021 and held it in 14 quarters. The position peaked at $10.6M in Q2 2024. 1,002 funds tracked by Wall St. Rank hold TIP as of Q1 2025.

Strategic Wealth Investment Group reported no remaining iShares TIPS Bond ETF position as of Q1 2025 after selling out during the quarter.
Strategic Wealth Investment Group sold 11,723 iShares TIPS Bond ETF shares in Q1 2025, an estimated $1.25M.
Strategic Wealth Investment Group first reported a position in iShares TIPS Bond ETF in Q2 2021 and held it in 14 quarters.
Strategic Wealth Investment Group's iShares TIPS Bond ETF position peaked at $10.6M in Q2 2024.
1,002 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2025.

Based on Strategic Wealth Investment Group's 13F filing for Q1 2025, filed 14 Apr 2025.