WA
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Wambolt & Associates’s iShares TIPS Bond ETF TIP Stock Holding History

Wambolt & Associates’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
-2,784
Closed -$308K – 201
2024
Q3 		$308K Sell
2,784
-654
-19% -$71.1K 0.08% 162
2024
Q2 		$364K Sell
3,438
-349
-9% -$37.1K 0.11% 150
2024
Q1 		$404K Sell
3,787
-787
-17% -$84.1K 0.12% 155
2023
Q4 		$492K Sell
4,574
-3,719
-45% -$389K 0.16% 162
2023
Q3 		$854K Sell
8,293
-7,275
-47% -$770K 0.31% 114
2023
Q2 		$1.68M Sell
15,568
-1,774
-10% -$193K 0.6% 47
2023
Q1 		$1.91M Sell
17,342
-375
-2% -$40.6K 0.68% 39
2022
Q4 		$1.89M Sell
17,717
-2,337
-12% -$250K 0.72% 37
2022
Q3 		$2.1M Sell
20,054
-1,737
-8% -$197K 0.89% 25
2022
Q2 		$2.48M Buy
21,791
+4,584
+27% +$544K 1% 17
2022
Q1 		$2.12M Buy
17,207
+12,169
+242% +$1.53M 0.77% 32
2021
Q4 		$651K Buy
5,038
+733
+17% +$94.5K 0.24% 131
2021
Q3 		$550K Buy
+4,305
New +$555K 0.22% 137

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 $1.88B AUM 29.07% 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

Wambolt & Associates's TIP Position: Q4 2024 in Review

Wambolt & Associates sold out of iShares TIPS Bond ETF (TIP) in Q4 2024, closing a stake of 2,784 shares — an estimated $308K sold.

Wambolt & Associates first reported a position in TIP in Q3 2021 and held it in 13 quarters. The position peaked at $2.48M in Q2 2022. 1,014 funds tracked by Wall St. Rank hold TIP as of Q4 2024.

  • Wambolt & Associates reported no remaining iShares TIPS Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Wambolt & Associates sold 2,784 iShares TIPS Bond ETF shares in Q4 2024, an estimated $308K.
  • Wambolt & Associates first reported a position in iShares TIPS Bond ETF in Q3 2021 and held it in 13 quarters.
  • Wambolt & Associates's iShares TIPS Bond ETF position peaked at $2.48M in Q2 2022.
  • 1,014 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2024.

Based on Wambolt & Associates's 13F filing for Q4 2024, filed 12 Feb 2025.