Sugarloaf Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History

Sugarloaf Wealth Management’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	$6.82K	Buy	+64	New	+$6.93K	﹤0.01%	543
2023 Q1	–	Sell	-624	Closed	-$66.4K	–	778
2022 Q4	$66.4K	Sell	624 -280	-31%	-$29.9K	0.02%	243
2022 Q3	$95K	Buy	904 +100	+12%	+$11.3K	0.02%	197
2022 Q2	$92K	Hold	804	–	–	0.02%	200
2022 Q1	$100K	Hold	804	–	–	0.02%	188
2021 Q4	$104K	Hold	804	–	–	0.02%	199
2021 Q3	$103K	Hold	804	–	–	0.03%	190
2021 Q2	$103K	Sell	804 -404	-33%	-$51.3K	0.03%	185
2021 Q1	$101	Buy	1,208 +404	+50%	+$51.1K	0.03%	183
2020 Q4	$103K	Sell	804 -121	-13%	-$15.3K	0.03%	171
2020 Q3	$102K	Buy	925 +121	+15%	+$15.2K	0.04%	158
2020 Q2	$99K	Sell	804 -157	-16%	-$19.1K	0.04%	163
2020 Q1	$113K	Sell	961 -176	-15%	-$20.7K	0.05%	146
2019 Q4	$133K	Buy	+1,137	New	+$132K	0.06%	146

Other funds holding TIP

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sugarloaf Wealth Management's TIP Position: Q4 2024 in Review

Sugarloaf Wealth Management opened a new position in iShares TIPS Bond ETF (TIP) in Q4 2024: 64 shares worth $6.82K. The stake represents ﹤0.01% of the portfolio and ranks #543 among its holdings. This is a return to the name: Sugarloaf Wealth Management previously reported a position in TIP as recently as Q4 2022.

Sugarloaf Wealth Management first reported a position in TIP in Q4 2019 and has held it in 14 quarters since. The position peaked at $133K in Q4 2019. 1,013 funds tracked by Wall St. Rank hold TIP as of Q4 2024.

Sugarloaf Wealth Management held 64 shares of iShares TIPS Bond ETF worth $6.82K as of Q4 2024.
iShares TIPS Bond ETF was a new Sugarloaf Wealth Management position in Q4 2024.
iShares TIPS Bond ETF made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #543 holding.
Sugarloaf Wealth Management first reported a position in iShares TIPS Bond ETF in Q4 2019 and has held it in 14 quarters since.
Sugarloaf Wealth Management's iShares TIPS Bond ETF position peaked at $133K in Q4 2019.
1,013 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.