WI
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Wintrust Investments’s iShares TIPS Bond ETF TIP Stock Holding History

Wintrust Investments’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
-332
Closed -$36K – 505
2024
Q3 		$36K Sell
332
-3,841
-92% -$417K 0.03% 367
2024
Q2 		$446K Sell
4,173
-191
-4% -$20.3K 0.04% 305
2024
Q1 		$469K Sell
4,364
-2,277
-34% -$243K 0.04% 297
2023
Q4 		$714K Sell
6,641
-7,970
-55% -$833K 0.07% 227
2023
Q3 		$1.51M Sell
14,611
-225
-2% -$23.8K 0.16% 130
2023
Q2 		$1.6M Buy
14,836
+437
+3% +$47.6K 0.16% 122
2023
Q1 		$1.59M Buy
14,399
+425
+3% +$46K 0.2% 96
2022
Q4 		$1.49M Buy
13,974
+1,704
+14% +$182K 0.19% 108
2022
Q3 		$1.29M Buy
12,270
+5,536
+82% +$627K 0.16% 116
2022
Q2 		$767K Sell
6,734
-61,742
-90% -$7.32M 0.09% 171
2022
Q1 		$8.53M Sell
68,476
-12,720
-16% -$1.6M 0.82% 22
2021
Q4 		$10.5M Buy
81,196
+27,947
+52% +$3.6M 1% 16
2021
Q3 		$6.8M Buy
53,249
+26,402
+98% +$3.4M 0.92% 20
2021
Q2 		$3.44M Buy
26,847
+2,188
+9% +$278K 0.35% 50
2021
Q1 		$3.1M Buy
+24,659
New +$3.12M 0.32% 59
2020
Q4 		– Sell
-4,580
Closed -$579K – 329
2020
Q3 		$579K Sell
4,580
-129
-3% -$16.2K 0.08% 179
2020
Q2 		$579K Buy
4,709
+2,297
+95% +$279K 0.08% 171
2020
Q1 		$284K Sell
2,412
-463
-16% -$54.5K 0.05% 243
2019
Q4 		$335K Buy
2,875
+336
+13% +$39.1K 0.05% 270
2019
Q3 		$295K Sell
2,539
-853
-25% -$99K 0.04% 286
2019
Q2 		$392K Buy
3,392
+1,181
+53% +$134K 0.06% 239
2019
Q1 		$250K Sell
2,211
-10
-0.5% -$1.11K 0.04% 296
2018
Q4 		$243K Sell
2,221
-4,548
-67% -$497K 0.05% 284
2018
Q3 		$749K Sell
6,769
-2,715
-29% -$303K 0.12% 158
2018
Q2 		$1.07M Sell
9,484
-13,083
-58% -$1.47M 0.19% 109
2018
Q1 		$2.55M Sell
22,567
-51,768
-70% -$5.83M 0.65% 27
2017
Q4 		$8.48M Sell
74,335
-1,707
-2% -$194K 1.98% 6
2017
Q3 		$8.64M Buy
76,042
+60,882
+402% +$6.93M 2.18% 6
2017
Q2 		$1.72M Buy
15,160
+3,942
+35% +$450K 0.46% 40
2017
Q1 		$1.29M Sell
11,218
-588
-5% -$67K 0.37% 63
2016
Q4 		$1.34M Buy
11,806
+1,973
+20% +$225K 0.56% 25
2016
Q3 		$1.15M Buy
9,833
+1,218
+14% +$141K 0.53% 30
2016
Q2 		$5K Buy
+8,615
New +$989K 0.01% 171

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
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
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return

Wintrust Investments's TIP Position: Q4 2024 in Review

Wintrust Investments sold out of iShares TIPS Bond ETF (TIP) in Q4 2024, closing a stake of 332 shares — an estimated $36K sold.

Wintrust Investments first reported a position in TIP in Q2 2016 and held it in 33 quarters. The position peaked at $10.5M in Q4 2021. 1,016 funds tracked by Wall St. Rank hold TIP as of Q4 2024.

  • Wintrust Investments reported no remaining iShares TIPS Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Wintrust Investments sold 332 iShares TIPS Bond ETF shares in Q4 2024, an estimated $36K.
  • Wintrust Investments first reported a position in iShares TIPS Bond ETF in Q2 2016 and held it in 33 quarters.
  • Wintrust Investments's iShares TIPS Bond ETF position peaked at $10.5M in Q4 2021.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.