Summer Road’s iShares TIPS Bond ETF TIP Stock Holding History

Summer Road’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	-82	Closed	-$8.87K	–	28
2024 Q3	$8.87K	Buy	82 +1	+1%	+$109	0.01%	22
2024 Q2	$8.68K	Buy	+81	New	+$8.61K	0.01%	22

Other funds holding TIP

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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 $424B AUM 22.96% 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 $58.2B AUM 22.78% 1-Year Est. Return

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

Summer Road's TIP Position: Q4 2024 in Review

Summer Road sold out of iShares TIPS Bond ETF (TIP) in Q4 2024, closing a stake of 82 shares — an estimated $8.87K sold.

Summer Road first reported a position in TIP in Q2 2024 and held it in 2 quarters. The position peaked at $8.87K in Q3 2024. 1,014 funds tracked by Wall St. Rank hold TIP as of Q4 2024.

Summer Road reported no remaining iShares TIPS Bond ETF position as of Q4 2024 after selling out during the quarter.
Summer Road sold 82 iShares TIPS Bond ETF shares in Q4 2024, an estimated $8.87K.
Summer Road first reported a position in iShares TIPS Bond ETF in Q2 2024 and held it in 2 quarters.
Summer Road's iShares TIPS Bond ETF position peaked at $8.87K in Q3 2024.
1,014 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2024.

Based on Summer Road's 13F filing for Q4 2024, filed 11 Feb 2025.