1834 Investment Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

1834 Investment Advisors’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
2022 Q3	–	Sell	-808	Closed	-$92K	–	424
2022 Q2	$92K	Buy	808 +678	+522%	+$80.4K	0.01%	231
2022 Q1	$16K	Buy	+130	New	+$16.4K	﹤0.01%	325
2019 Q4	–	Sell	-33	Closed	-$4K	–	488
2019 Q3	$4K	Buy	+33	New	+$3.83K	﹤0.01%	431
2018 Q3	–	Sell	-151	Closed	-$17K	–	426
2018 Q2	$17K	Sell	151 -209	-58%	-$23.5K	﹤0.01%	343
2018 Q1	$40K	Sell	360 -265	-42%	-$29.8K	0.01%	293
2017 Q4	$71K	Buy	+625	New	+$71.1K	0.01%	265

Other funds holding TIP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

1834 Investment Advisors's TIP Position: Q3 2022 in Review

1834 Investment Advisors sold out of iShares TIPS Bond ETF (TIP) in Q3 2022, closing a stake of 808 shares — an estimated $92K sold.

1834 Investment Advisors first reported a position in TIP in Q4 2017 and held it in 6 quarters. The position peaked at $92K in Q2 2022. 1,221 funds tracked by Wall St. Rank hold TIP as of Q3 2022.

1834 Investment Advisors reported no remaining iShares TIPS Bond ETF position as of Q3 2022 after selling out during the quarter.
1834 Investment Advisors sold 808 iShares TIPS Bond ETF shares in Q3 2022, an estimated $92K.
1834 Investment Advisors first reported a position in iShares TIPS Bond ETF in Q4 2017 and held it in 6 quarters.
1834 Investment Advisors's iShares TIPS Bond ETF position peaked at $92K in Q2 2022.
1,221 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2022.

Based on 1834 Investment Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.