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SVB Wealth’s iShares TIPS Bond ETF TIP Stock Holding History

SVB Wealth’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
-2,053
Closed -$219K – 1769
2024
Q4 		$219K Buy
+2,053
New +$222K ﹤0.01% 657
2024
Q3 		– Sell
-2,721
Closed -$291K – 549
2024
Q2 		$291K Sell
2,721
-2,467
-48% -$262K 0.01% 570
2024
Q1 		$557K Sell
5,188
-11,728
-69% -$1.25M 0.01% 454
2023
Q4 		$1.82M Sell
16,916
-225
-1% -$23.5K 0.04% 252
2023
Q3 		$1.78M Sell
17,141
-322
-2% -$34.1K 0.04% 238
2023
Q2 		$1.88M Buy
17,463
+1,055
+6% +$115K 0.03% 250
2023
Q1 		$1.81M Sell
16,408
-733
-4% -$79.3K 0.03% 282
2022
Q4 		$1.82M Sell
17,141
-1,165
-6% -$124K 0.02% 283
2022
Q3 		$1.92M Sell
18,306
-4,223
-19% -$478K 0.03% 261
2022
Q2 		$2.57M Sell
22,529
-1,104
-5% -$131K 0.04% 196
2022
Q1 		$2.94M Buy
23,633
+2,860
+14% +$360K 0.04% 187
2021
Q4 		$2.68M Sell
20,773
-67,273
-76% -$8.67M 0.04% 190
2021
Q3 		$11.2M Buy
88,046
+5,445
+7% +$702K 0.14% 113
2021
Q2 		$10.6M Buy
82,601
+5,670
+7% +$720K 0.13% 115
2021
Q1 		$9.65M Sell
76,931
-1,235
-2% -$156K 0.13% 114
2020
Q4 		$9.98M Buy
78,166
+22,155
+40% +$2.79M 0.15% 111
2020
Q3 		$7.09M Buy
56,011
+53,754
+2,382% +$6.75M 0.12% 120
2020
Q2 		$277K Buy
2,257
+2,203
+4,080% +$268K 0.01% 474
2020
Q1 		$6K Sell
54
-3,956
-99% -$466K ﹤0.01% 559
2019
Q4 		$467K Buy
4,010
+2,102
+110% +$244K 0.01% 423
2019
Q3 		$222K Buy
+1,908
New +$221K ﹤0.01% 475

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

SVB Wealth's TIP Position: Q1 2025 in Review

SVB Wealth sold out of iShares TIPS Bond ETF (TIP) in Q1 2025, closing a stake of 2,053 shares — an estimated $219K sold.

SVB Wealth first reported a position in TIP in Q3 2019 and held it in 21 quarters. The position peaked at $11.2M in Q3 2021. 1,004 funds tracked by Wall St. Rank hold TIP as of Q1 2025.

  • SVB Wealth reported no remaining iShares TIPS Bond ETF position as of Q1 2025 after selling out during the quarter.
  • SVB Wealth sold 2,053 iShares TIPS Bond ETF shares in Q1 2025, an estimated $219K.
  • SVB Wealth first reported a position in iShares TIPS Bond ETF in Q3 2019 and held it in 21 quarters.
  • SVB Wealth's iShares TIPS Bond ETF position peaked at $11.2M in Q3 2021.
  • 1,004 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2025.

Based on SVB Wealth's 13F filing for Q1 2025, filed 14 May 2025.