VHAM
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Van Hulzen Asset Management’s iShares TIPS Bond ETF TIP Stock Holding History

Van Hulzen Asset 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
2025
Q1 		– Sell
-612
Closed -$65.2K – 1032
2024
Q4 		$65.2K Buy
+612
New +$66.3K ﹤0.01% 461
2023
Q1 		– Sell
-37,139
Closed -$3.95M – 324
2022
Q4 		$3.95M Sell
37,139
-31,065
-46% -$3.32M 0.46% 60
2022
Q3 		$7.16M Sell
68,204
-16,397
-19% -$1.86M 0.88% 36
2022
Q2 		$9.64M Buy
84,601
+16,519
+24% +$1.96M 1.15% 23
2022
Q1 		$8.48M Sell
68,082
-10,892
-14% -$1.37M 0.9% 35
2021
Q4 		$10.2M Buy
78,974
+42,638
+117% +$5.5M 1.12% 30
2021
Q3 		$4.64M Buy
36,336
+26,893
+285% +$3.47M 0.69% 45
2021
Q2 		$1.21M Sell
9,443
-307
-3% -$39K 0.18% 82
2021
Q1 		$1.22M Buy
+9,750
New +$1.23M 0.2% 80
2018
Q1 		– Sell
-55,494
Closed -$6.33M – 234
2017
Q4 		$6.33M Sell
55,494
-1,235
-2% -$140K 1.93% 8
2017
Q3 		$6.44M Buy
56,729
+360
+0.6% +$41K 2.17% 6
2017
Q2 		$6.39M Sell
56,369
-1,760
-3% -$201K 2.54% 5
2017
Q1 		$6.66M Buy
58,129
+1,290
+2% +$147K 3.05% 4
2016
Q4 		$6.43M Buy
+56,839
New +$6.49M 2.98% 4

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Van Hulzen Asset Management's TIP Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of iShares TIPS Bond ETF (TIP) in Q1 2025, closing a stake of 612 shares — an estimated $65.2K sold.

Van Hulzen Asset Management first reported a position in TIP in Q4 2016 and held it in 14 quarters. The position peaked at $10.2M in Q4 2021. 1,001 funds tracked by Wall St. Rank hold TIP as of Q1 2025.

  • Van Hulzen Asset Management reported no remaining iShares TIPS Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Van Hulzen Asset Management sold 612 iShares TIPS Bond ETF shares in Q1 2025, an estimated $65.2K.
  • Van Hulzen Asset Management first reported a position in iShares TIPS Bond ETF in Q4 2016 and held it in 14 quarters.
  • Van Hulzen Asset Management's iShares TIPS Bond ETF position peaked at $10.2M in Q4 2021.
  • 1,001 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.