Valley National Advisers’s iShares TIPS Bond ETF TIP Stock Holding History

Valley National Advisers’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	-17	Closed	-$1K	–	801
2024 Q3	$1K	Sell	17 -8	-32%	-$869	﹤0.01%	726
2024 Q2	$2K	Hold	25	–	–	﹤0.01%	962
2024 Q1	$2K	Hold	25	–	–	﹤0.01%	993
2023 Q4	$2K	Hold	25	–	–	﹤0.01%	988
2023 Q3	$3K	Hold	25	–	–	﹤0.01%	785
2023 Q2	$3K	Hold	25	–	–	﹤0.01%	753
2023 Q1	$3K	Sell	25 -4	-14%	-$433	﹤0.01%	738
2022 Q4	$3K	Buy	29 +4	+16%	+$427	﹤0.01%	721
2022 Q3	$3K	Hold	25	–	–	﹤0.01%	757
2022 Q2	$3K	Hold	25	–	–	﹤0.01%	736
2022 Q1	$3K	Hold	25	–	–	﹤0.01%	763
2021 Q4	$3K	Hold	25	–	–	﹤0.01%	760
2021 Q3	$3K	Hold	25	–	–	﹤0.01%	738
2021 Q2	$3K	Buy	+25	New	+$3.18K	﹤0.01%	751
2020 Q4	–	Sell	-47	Closed	-$6K	–	860
2020 Q3	$6K	Hold	47	–	–	﹤0.01%	549
2020 Q2	$6K	Hold	47	–	–	﹤0.01%	540
2020 Q1	$6K	Buy	+47	New	+$5.54K	﹤0.01%	530
2018 Q4	–	Sell	-15	Closed	-$2K	–	819
2018 Q3	$2K	Hold	15	–	–	﹤0.01%	606
2018 Q2	$2K	Hold	15	–	–	﹤0.01%	580
2018 Q1	$2K	Hold	15	–	–	﹤0.01%	559
2017 Q4	$2K	Hold	15	–	–	﹤0.01%	570
2017 Q3	$2K	Hold	15	–	–	﹤0.01%	568
2017 Q2	$2K	Hold	15	–	–	﹤0.01%	537
2017 Q1	$2K	Hold	15	–	–	﹤0.01%	539
2016 Q4	$2K	Hold	15	–	–	﹤0.01%	571
2016 Q3	$2K	Hold	15	–	–	﹤0.01%	544
2016 Q2	$2K	Buy	+15	New	+$1.72K	﹤0.01%	541
2016 Q1	–	Sell	-102	Closed	-$11K	–	656
2015 Q4	$11K	Buy	+102	New	+$11.3K	0.01%	371

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

Valley National Advisers's TIP Position: Q4 2024 in Review

Valley National Advisers sold out of iShares TIPS Bond ETF (TIP) in Q4 2024, closing a stake of 17 shares — an estimated $1K sold.

Valley National Advisers first reported a position in TIP in Q4 2015 and held it in 28 quarters. The position peaked at $11K in Q4 2015. 1,016 funds tracked by Wall St. Rank hold TIP as of Q4 2024.

Valley National Advisers reported no remaining iShares TIPS Bond ETF position as of Q4 2024 after selling out during the quarter.
Valley National Advisers sold 17 iShares TIPS Bond ETF shares in Q4 2024, an estimated $1K.
Valley National Advisers first reported a position in iShares TIPS Bond ETF in Q4 2015 and held it in 28 quarters.
Valley National Advisers's iShares TIPS Bond ETF position peaked at $11K in Q4 2015.
1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2024.

Based on Valley National Advisers's 13F filing for Q4 2024, filed 24 Jan 2025.