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Union Bancaire Privee’s iShares TIPS Bond ETF TIP Stock Holding History

Union Bancaire Privee’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
Q2 		– Sell
-1,165
Closed -$129K – 542
2025
Q1 		$129K Sell
1,165
-1,510
-56% -$164K ﹤0.01% 406
2024
Q4 		$259K Buy
+2,675
New +$290K ﹤0.01% 393

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
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Union Bancaire Privee's TIP Position: Q2 2025 in Review

Union Bancaire Privee sold out of iShares TIPS Bond ETF (TIP) in Q2 2025, closing a stake of 1,165 shares — an estimated $129K sold.

Union Bancaire Privee first reported a position in TIP in Q4 2024 and held it in 2 quarters. The position peaked at $259K in Q4 2024. 978 funds tracked by Wall St. Rank hold TIP as of Q2 2025.

  • Union Bancaire Privee reported no remaining iShares TIPS Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Union Bancaire Privee sold 1,165 iShares TIPS Bond ETF shares in Q2 2025, an estimated $129K.
  • Union Bancaire Privee first reported a position in iShares TIPS Bond ETF in Q4 2024 and held it in 2 quarters.
  • Union Bancaire Privee's iShares TIPS Bond ETF position peaked at $259K in Q4 2024.
  • 978 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2025.

Based on Union Bancaire Privee's 13F filing for Q2 2025, filed 18 Jul 2025.