Dakota Wealth Management

Position in TIP — iShares TIPS Bond ETF

CIK 1631353 PALM BEACH GARDENS, FL

All Filings in TIP

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31 TIP	$23,106,293	209,372	-10.2%	Shares	Sole	2026-08-26
2025-12-31 TIP	$25,631,781	233,207	-9.7%	Shares	Sole	2026-08-26
2025-09-30 TIP	$28,721,230	258,238	-9.4%	Shares	Sole	2026-08-26
2024-06-30 TIP	$30,431,979	284,997	+0.1%	Shares	Sole	2024-07-22
2024-03-31 TIP	$30,573,182	284,640	-2.4%	Shares	Sole	2024-04-24
2023-12-31 TIP	$31,355,692	291,708	-2.5%	Shares	Sole	2024-01-30
2023-09-30 TIP	$31,040,803	299,275	+1.4%	Shares	Sole	2023-10-24
2023-06-30 TIP	$31,774,482	295,247	+3646.3%	Shares	Sole	2023-07-31
2023-03-31 TIP	$868,880	7,881	-5.1%	Shares	Sole	2023-04-14
2022-12-31 TIP	$884,197	8,307	-42.5%	Shares	Sole	2023-02-08
2022-09-30 TIP	$1,515,490	14,447	-10.7%	Shares	Sole	2022-11-10
2022-06-30 TIP	$1,843,519	16,184	-14.3%	Shares	Sole	2022-08-05
2022-03-31 TIP	$2,353,501	18,893	-0.1%	Shares	Sole	2022-05-13
2021-12-31 TIP	$2,443,172	18,910	-7.5%	Shares	Sole	2022-02-10
2021-09-30 TIP	$2,610,622	20,445	-5.4%	Shares	Sole	2021-11-15
2021-06-30 TIP	$2,767,832	21,622	+2.8%	Shares	Sole	2021-08-02
2021-03-31 TIP	$2,640,896	21,043	-29.3%	Shares	Sole	2021-05-10
2020-12-31 TIP	$3,798,353	29,756	+1.2%	Shares	Sole	2021-02-12
2020-09-30 TIP	$3,718,720	29,397	-9.0%	Shares	Sole	2020-11-04
2020-06-30 TIP	$3,973,515	32,305	+1.3%	Shares	Sole	2020-08-07
2020-03-31 TIP	$3,760,704	31,892	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.