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Vantage Financial Partners (Wisconsin)’s iShares TIPS Bond ETF TIP Stock Holding History

Vantage Financial Partners (Wisconsin)’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
-2,010
Closed -$222K – 205
2024
Q3 		$222K Buy
2,010
+120
+6% +$13K 0.06% 167
2024
Q2 		$202K Sell
1,890
-807
-30% -$85.8K 0.05% 144
2024
Q1 		$290K Sell
2,697
-118
-4% -$12.6K 0.08% 113
2023
Q4 		$303K Buy
+2,815
New +$294K 0.09% 101
2023
Q2 		– Sell
-2,001
Closed -$221K – 103
2023
Q1 		$221K Buy
+2,001
New +$217K 0.09% 75

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

Vantage Financial Partners (Wisconsin)'s TIP Position: Q4 2024 in Review

Vantage Financial Partners (Wisconsin) sold out of iShares TIPS Bond ETF (TIP) in Q4 2024, closing a stake of 2,010 shares — an estimated $222K sold.

Vantage Financial Partners (Wisconsin) first reported a position in TIP in Q1 2023 and held it in 5 quarters. The position peaked at $303K in Q4 2023. 1,013 funds tracked by Wall St. Rank hold TIP as of Q4 2024.

  • Vantage Financial Partners (Wisconsin) reported no remaining iShares TIPS Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Vantage Financial Partners (Wisconsin) sold 2,010 iShares TIPS Bond ETF shares in Q4 2024, an estimated $222K.
  • Vantage Financial Partners (Wisconsin) first reported a position in iShares TIPS Bond ETF in Q1 2023 and held it in 5 quarters.
  • Vantage Financial Partners (Wisconsin)'s iShares TIPS Bond ETF position peaked at $303K in Q4 2023.
  • 1,013 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2024.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2024, filed 6 Feb 2025.