Tru Independence Asset Management 2’s iShares TIPS Bond ETF TIP Stock Holding History

Tru Independence Asset Management 2’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	-4,000	Closed	-$442K	–	86
2024 Q3	$442K	Buy	+4,000	New	+$435K	0.37%	46
2023 Q1	$463K	Buy	+4,198	New	+$454K	0.47%	42
2022 Q3	$440K	Buy	4,198 +198	+5%	+$22.4K	0.47%	38
2022 Q2	$456K	Hold	4,000	–	–	0.38%	38
2022 Q1	$498K	Buy	+4,000	New	+$503K	0.29%	44
2021 Q1	–	Sell	-20	Closed	-$3K	–	383
2020 Q4	$3K	Buy	+20	New	+$2.52K	﹤0.01%	391

Other funds holding TIP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return

Tru Independence Asset Management 2's TIP Position: Q4 2024 in Review

Tru Independence Asset Management 2 sold out of iShares TIPS Bond ETF (TIP) in Q4 2024, closing a stake of 4,000 shares — an estimated $442K sold.

Tru Independence Asset Management 2 first reported a position in TIP in Q4 2020 and held it in 6 quarters. The position peaked at $498K in Q1 2022. 1,016 funds tracked by Wall St. Rank hold TIP as of Q4 2024.

Tru Independence Asset Management 2 reported no remaining iShares TIPS Bond ETF position as of Q4 2024 after selling out during the quarter.
Tru Independence Asset Management 2 sold 4,000 iShares TIPS Bond ETF shares in Q4 2024, an estimated $442K.
Tru Independence Asset Management 2 first reported a position in iShares TIPS Bond ETF in Q4 2020 and held it in 6 quarters.
Tru Independence Asset Management 2's iShares TIPS Bond ETF position peaked at $498K in Q1 2022.
1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2024.

Based on Tru Independence Asset Management 2's 13F filing for Q4 2024, filed 22 Jan 2025.