ZIM
TIP icon

Zacks Investment Management’s iShares TIPS Bond ETF TIP Stock Holding History

Zacks Investment 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
2023
Q4 		– Sell
-19,171
Closed -$1.99M – 678
2023
Q3 		$1.99M Buy
19,171
+268
+1% +$28.4K 0.03% 283
2023
Q2 		$2.03M Buy
18,903
+309
+2% +$33.6K 0.03% 291
2023
Q1 		$2.05M Buy
18,594
+4,645
+33% +$503K 0.03% 283
2022
Q4 		$1.48M Buy
13,949
+62
+0.4% +$6.62K 0.02% 309
2022
Q3 		$1.46M Sell
13,887
-372
-3% -$42.1K 0.02% 296
2022
Q2 		$1.62M Buy
14,259
+1,433
+11% +$170K 0.02% 282
2022
Q1 		$1.6M Buy
12,826
+2,589
+25% +$326K 0.02% 314
2021
Q4 		$1.32M Sell
10,237
-12,989
-56% -$1.67M 0.02% 345
2021
Q3 		$2.97M Buy
23,226
+4,287
+23% +$553K 0.05% 240
2021
Q2 		$2.42M Buy
18,939
+11,790
+165% +$1.5M 0.04% 265
2021
Q1 		$897K Buy
7,149
+3,960
+124% +$501K 0.02% 377
2020
Q4 		$407K Buy
3,189
+403
+14% +$50.8K 0.01% 436
2020
Q3 		$352K Buy
2,786
+513
+23% +$64.4K 0.01% 439
2020
Q2 		$280K Sell
2,273
-137
-6% -$16.7K 0.01% 447
2020
Q1 		$284K Buy
2,410
+92
+4% +$10.8K 0.01% 438
2019
Q4 		$270K Sell
2,318
-74
-3% -$8.6K 0.01% 496
2019
Q3 		$278K Buy
2,392
+608
+34% +$70.6K 0.01% 481
2019
Q2 		$206K Buy
+1,784
New +$203K ﹤0.01% 504
2018
Q3 		– Sell
-10,872
Closed -$1.23M – 601
2018
Q2 		$1.23M Buy
10,872
+1,033
+10% +$116K 0.03% 375
2018
Q1 		$1.11M Buy
9,839
+1,750
+22% +$197K 0.02% 390
2017
Q4 		$923K Buy
8,089
+1,396
+21% +$159K 0.02% 421
2017
Q3 		$760K Buy
6,693
+781
+13% +$88.9K 0.02% 418
2017
Q2 		$671K Buy
5,912
+2,629
+80% +$300K 0.02% 430
2017
Q1 		$376K Buy
+3,283
New +$374K 0.01% 479

Other funds holding TIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Zacks Investment Management's TIP Position: Q4 2023 in Review

Zacks Investment Management sold out of iShares TIPS Bond ETF (TIP) in Q4 2023, closing a stake of 19,171 shares — an estimated $1.99M sold.

Zacks Investment Management first reported a position in TIP in Q1 2017 and held it in 24 quarters. The position peaked at $2.97M in Q3 2021. 1,102 funds tracked by Wall St. Rank hold TIP as of Q4 2023.

  • Zacks Investment Management reported no remaining iShares TIPS Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Zacks Investment Management sold 19,171 iShares TIPS Bond ETF shares in Q4 2023, an estimated $1.99M.
  • Zacks Investment Management first reported a position in iShares TIPS Bond ETF in Q1 2017 and held it in 24 quarters.
  • Zacks Investment Management's iShares TIPS Bond ETF position peaked at $2.97M in Q3 2021.
  • 1,102 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2023.

Based on Zacks Investment Management's 13F filing for Q4 2023, filed 14 Feb 2024.