Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
YDMI
Y.D. More Investments’s
iShares TIPS Bond ETF
TIP
Stock Holding History
Y.D. More 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
2026
Q1
$67.3K
Buy
610
+180
+42%
+$19.9K
﹤0.01%
290
2025
Q4
$47.3K
Hold
430
–
–
﹤0.01%
294
2025
Q3
$47.8K
Hold
430
–
–
﹤0.01%
298
2025
Q2
$47.3K
Hold
430
–
–
﹤0.01%
308
2025
Q1
$47.8K
Buy
430
+60
+16%
+$6.52K
﹤0.01%
309
2024
Q4
$39.4K
Hold
370
–
–
﹤0.01%
308
2024
Q3
$40.9K
Hold
370
–
–
﹤0.01%
296
2024
Q2
$39.5K
Hold
370
–
–
﹤0.01%
307
2024
Q1
$39.7K
Hold
370
–
–
0.01%
253
2023
Q4
$39.8K
Hold
370
–
–
0.01%
260
2023
Q3
$38.4K
Hold
370
–
–
0.01%
252
2023
Q2
$39.8K
Hold
370
–
–
0.01%
233
2023
Q1
$40.8K
Hold
370
–
–
0.01%
225
2022
Q4
$39.5K
Buy
+370
New
+$39.5K
0.01%
264
Other funds holding TIP
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
SLI
Sumitomo Life Insurance
Tokyo, Japan
$4.25B AUM
23.69%
1-Year Est. Return
Pictet Asset Management
Carouge, Switzerland
$94.8B AUM
24.11%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close