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AAFMAA Wealth Management & Trust’s iShares TIPS Bond ETF TIP Stock Holding History

AAFMAA Wealth Management & Trust’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
Q1 		– Sell
-5,309
Closed -$571K – 66
2023
Q4 		$571K Sell
5,309
-57,970
-92% -$6.06M 0.32% 48
2023
Q3 		$6.56M Buy
63,279
+1,417
+2% +$150K 6.1% 1
2023
Q2 		$6.66M Buy
61,862
+5,466
+10% +$595K 5.5% 2
2023
Q1 		$6.22M Buy
+56,396
New +$6.1M 4.99% 3

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AAFMAA Wealth Management & Trust's TIP Position: Q1 2024 in Review

AAFMAA Wealth Management & Trust sold out of iShares TIPS Bond ETF (TIP) in Q1 2024, closing a stake of 5,309 shares — an estimated $571K sold.

AAFMAA Wealth Management & Trust first reported a position in TIP in Q1 2023 and held it in 4 quarters. The position peaked at $6.66M in Q2 2023. 1,045 funds tracked by Wall St. Rank hold TIP as of Q1 2024.

  • AAFMAA Wealth Management & Trust reported no remaining iShares TIPS Bond ETF position as of Q1 2024 after selling out during the quarter.
  • AAFMAA Wealth Management & Trust sold 5,309 iShares TIPS Bond ETF shares in Q1 2024, an estimated $571K.
  • AAFMAA Wealth Management & Trust first reported a position in iShares TIPS Bond ETF in Q1 2023 and held it in 4 quarters.
  • AAFMAA Wealth Management & Trust's iShares TIPS Bond ETF position peaked at $6.66M in Q2 2023.
  • 1,045 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2024.

Based on AAFMAA Wealth Management & Trust's 13F filing for Q1 2024, filed 2 May 2024.