Acorn Financial Advisory Services’s iShares TIPS Bond ETF TIP Stock Holding History

Acorn Financial Advisory Services’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 Q4	–	Sell	-5,890	Closed	-$618K	–	225
2022 Q3	$618K	Sell	5,890 -171	-3%	-$19.4K	0.15%	105
2022 Q2	$690K	Sell	6,061 -591	-9%	-$70.1K	0.16%	88
2022 Q1	$829K	Sell	6,652 -590	-8%	-$74.2K	0.17%	90
2021 Q4	$936K	Buy	7,242 +157	+2%	+$20.2K	0.19%	88
2021 Q3	$905K	Buy	7,085 +1,235	+21%	+$159K	0.28%	83
2021 Q2	$749K	Buy	5,850 +1,866	+47%	+$237K	0.22%	106
2021 Q1	$500K	Buy	3,984 +2,183	+121%	+$276K	0.18%	125
2020 Q4	$230K	Buy	+1,801	New	+$227K	0.09%	200

Other funds holding TIP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Acorn Financial Advisory Services's TIP Position: Q4 2022 in Review

Acorn Financial Advisory Services sold out of iShares TIPS Bond ETF (TIP) in Q4 2022, closing a stake of 5,890 shares — an estimated $618K sold.

Acorn Financial Advisory Services first reported a position in TIP in Q4 2020 and held it in 8 quarters. The position peaked at $936K in Q4 2021. 1,220 funds tracked by Wall St. Rank hold TIP as of Q4 2022.

Acorn Financial Advisory Services reported no remaining iShares TIPS Bond ETF position as of Q4 2022 after selling out during the quarter.
Acorn Financial Advisory Services sold 5,890 iShares TIPS Bond ETF shares in Q4 2022, an estimated $618K.
Acorn Financial Advisory Services first reported a position in iShares TIPS Bond ETF in Q4 2020 and held it in 8 quarters.
Acorn Financial Advisory Services's iShares TIPS Bond ETF position peaked at $936K in Q4 2021.
1,220 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2022.

Based on Acorn Financial Advisory Services's 13F filing for Q4 2022, filed 20 Jan 2023.