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	0.09%	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	–	304
2020 Q3	$23K	Buy	+179	New	+$22.5K	0.02%	144

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

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

Adams Wealth Management's TIP Position: Q1 2023 in Review

Adams Wealth Management sold out of iShares TIPS Bond ETF (TIP) in Q1 2023, closing a stake of 4,425 shares — an estimated $471K sold.

Adams Wealth Management first reported a position in TIP in Q3 2020 and held it in 9 quarters. The position peaked at $471K in Q4 2022. 1,113 funds tracked by Wall St. Rank hold TIP as of Q1 2023.

Adams Wealth Management reported no remaining iShares TIPS Bond ETF position as of Q1 2023 after selling out during the quarter.
Adams Wealth Management sold 4,425 iShares TIPS Bond ETF shares in Q1 2023, an estimated $471K.
Adams Wealth Management first reported a position in iShares TIPS Bond ETF in Q3 2020 and held it in 9 quarters.
Adams Wealth Management's iShares TIPS Bond ETF position peaked at $471K in Q4 2022.
1,113 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2023.

Based on Adams Wealth Management's 13F filing for Q1 2023, filed 3 May 2023.