9WM
TIP icon

9258 Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History

9258 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
2024
Q3 		– Sell
-2,086
Closed -$223K – 362
2024
Q2 		$223K Buy
2,086
+41
+2% +$4.36K 0.03% 314
2024
Q1 		$220K Sell
2,045
-750
-27% -$80.1K 0.03% 315
2023
Q4 		$300K Buy
2,795
+45
+2% +$4.71K 0.05% 254
2023
Q3 		$285K Hold
2,750
– – 0.06% 257
2023
Q2 		$296K Hold
2,750
– – 0.06% 252
2023
Q1 		$303K Sell
2,750
-250
-8% -$27.1K 0.06% 250
2022
Q4 		$319K Hold
3,000
– – 0.07% 241
2022
Q3 		$315K Sell
3,000
-29
-1% -$3.28K 0.08% 233
2022
Q2 		$345K Hold
3,029
– – 0.09% 223
2022
Q1 		$377K Sell
3,029
-3,367
-53% -$424K 0.09% 236
2021
Q4 		$826K Sell
6,396
-468
-7% -$60.3K 0.19% 131
2021
Q3 		$876K Buy
6,864
+400
+6% +$51.6K 0.23% 105
2021
Q2 		$827K Hold
6,464
– – 0.22% 109
2021
Q1 		$811K Hold
6,464
– – 0.24% 101
2020
Q4 		$825K Hold
6,464
– – 0.27% 91
2020
Q3 		$809K Buy
6,464
+61
+1% +$7.66K 0.31% 78
2020
Q2 		$788K Hold
6,403
– – 0.32% 84
2020
Q1 		$781K Buy
6,403
+123
+2% +$14.5K 0.34% 79
2019
Q4 		$732K Buy
6,280
+2,269
+57% +$264K 0.27% 107
2019
Q3 		$466K Buy
+4,011
New +$466K 0.36% 91

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

9258 Wealth Management's TIP Position: Q3 2024 in Review

9258 Wealth Management sold out of iShares TIPS Bond ETF (TIP) in Q3 2024, closing a stake of 2,086 shares — an estimated $223K sold.

9258 Wealth Management first reported a position in TIP in Q3 2019 and held it in 20 quarters. The position peaked at $876K in Q3 2021. 959 funds tracked by Wall St. Rank hold TIP as of Q3 2024.

  • 9258 Wealth Management reported no remaining iShares TIPS Bond ETF position as of Q3 2024 after selling out during the quarter.
  • 9258 Wealth Management sold 2,086 iShares TIPS Bond ETF shares in Q3 2024, an estimated $223K.
  • 9258 Wealth Management first reported a position in iShares TIPS Bond ETF in Q3 2019 and held it in 20 quarters.
  • 9258 Wealth Management's iShares TIPS Bond ETF position peaked at $876K in Q3 2021.
  • 959 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.