4WM
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4J Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History

4J Wealth 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
Q1 		– Sell
-21,915
Closed -$2.33M – 81
2022
Q4 		$2.33M Sell
21,915
-3,853
-15% -$411K 2.71% 10
2022
Q3 		$2.7M Sell
25,768
-160
-0.6% -$18.1K 3.46% 8
2022
Q2 		$2.95M Sell
25,928
-162
-0.6% -$19.2K 3.72% 8
2022
Q1 		$3.25M Sell
26,090
-10,130
-28% -$1.27M 2.84% 7
2021
Q4 		$4.68M Buy
36,220
+2,614
+8% +$337K 3.94% 4
2021
Q3 		$4.29M Buy
33,606
+542
+2% +$69.9K 3.73% 4
2021
Q2 		$4.23M Buy
33,064
+549
+2% +$69.7K 3.7% 4
2021
Q1 		$4.08M Buy
32,515
+5,049
+18% +$639K 3.8% 4
2020
Q4 		$3.51M Buy
+27,466
New +$3.46M 3.37% 4

Other funds holding TIP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

4J Wealth Management's TIP Position: Q1 2023 in Review

4J Wealth Management sold out of iShares TIPS Bond ETF (TIP) in Q1 2023, closing a stake of 21,915 shares — an estimated $2.33M sold.

4J Wealth Management first reported a position in TIP in Q4 2020 and held it in 9 quarters. The position peaked at $4.68M in Q4 2021. 1,113 funds tracked by Wall St. Rank hold TIP as of Q1 2023.

  • 4J Wealth Management reported no remaining iShares TIPS Bond ETF position as of Q1 2023 after selling out during the quarter.
  • 4J Wealth Management sold 21,915 iShares TIPS Bond ETF shares in Q1 2023, an estimated $2.33M.
  • 4J Wealth Management first reported a position in iShares TIPS Bond ETF in Q4 2020 and held it in 9 quarters.
  • 4J Wealth Management's iShares TIPS Bond ETF position peaked at $4.68M in Q4 2021.
  • 1,113 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2023.

Based on 4J Wealth Management's 13F filing for Q1 2023, filed 21 Apr 2023.