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Triumph Capital Management’s iShares TIPS Bond ETF TIP Stock Holding History

Triumph Capital 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
2026
Q1 		$50.9K Sell
461
-144
-24% -$15.9K 0.01% 641
2025
Q4 		$66.5K Buy
+605
New +$67.1K 0.01% 541
2022
Q2 		– Sell
-7,925
Closed -$987K – 227
2022
Q1 		$987K Buy
7,925
+472
+6% +$59.4K 0.43% 55
2021
Q4 		$963K Buy
7,453
+3,449
+86% +$445K 0.42% 59
2021
Q3 		$511K Buy
+4,004
New +$516K 0.24% 104

Other funds holding TIP

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Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return