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TSA Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History

TSA Wealth 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
2024
Q4 		– Sell
-3,045
Closed -$336K – 67
2024
Q3 		$336K Sell
3,045
-18,046
-86% -$1.96M 0.14% 50
2024
Q2 		$2.25M Buy
21,091
+2,963
+16% +$315K 0.96% 21
2024
Q1 		$1.95M Buy
18,128
+1,306
+8% +$140K 0.85% 24
2023
Q4 		$1.81M Buy
+16,822
New +$1.76M 0.84% 23

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 $5.72T 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 $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
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TSA Wealth Management's TIP Position: Q4 2024 in Review

TSA Wealth Management sold out of iShares TIPS Bond ETF (TIP) in Q4 2024, closing a stake of 3,045 shares — an estimated $336K sold.

TSA Wealth Management first reported a position in TIP in Q4 2023 and held it in 4 quarters. The position peaked at $2.25M in Q2 2024. 1,013 funds tracked by Wall St. Rank hold TIP as of Q4 2024.

  • TSA Wealth Management reported no remaining iShares TIPS Bond ETF position as of Q4 2024 after selling out during the quarter.
  • TSA Wealth Management sold 3,045 iShares TIPS Bond ETF shares in Q4 2024, an estimated $336K.
  • TSA Wealth Management first reported a position in iShares TIPS Bond ETF in Q4 2023 and held it in 4 quarters.
  • TSA Wealth Management's iShares TIPS Bond ETF position peaked at $2.25M in Q2 2024.
  • 1,013 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2024.

Based on TSA Wealth Management's 13F filing for Q4 2024, filed 6 Feb 2025.