TIAM2
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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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return