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

Adams 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
-4,425
Closed -$471K – 114
2022
Q4 		$471K Buy
4,425
+1,465
+49% +$156K 0.17% 78
2022
Q3 		$311K Buy
2,960
+824
+39% +$93.3K 0.12% 76
2022
Q2 		$243K Sell
2,136
-399
-16% -$47.3K 0.09% 65
2022
Q1 		$316K Buy
2,535
+48
+2% +$6.04K 0.1% 62
2021
Q4 		$321K Buy
2,487
+68
+3% +$8.77K 0.1% 68
2021
Q3 		$309K Sell
2,419
-141
-6% -$18.2K 0.12% 64
2021
Q2 		$328K Buy
2,560
+406
+19% +$51.6K 0.14% 61
2021
Q1 		$270K Buy
+2,154
New +$273K 0.12% 61
2020
Q4 		– Sell
-179
Closed -$23K – 312
2020
Q3 		$23K Buy
+179
New +$22.5K 0.02% 144

Other funds holding TIP

BlackRock
BlackRock New York $5.7T 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 $564B 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 $501B 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 $376B AUM 19.32% 1-Year Est. Return