Ahrens Investment Partners’s iShares TIPS Bond ETF TIP Stock Holding History

Ahrens Investment Partners’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	$42.4K	Buy	+385	New	+$41.7K	0.02%	352
2022 Q4	–	Sell	-8,717	Closed	-$914K	–	196
2022 Q3	$914K	Buy	8,717 +8,415	+2,786%	+$953K	0.48%	44
2022 Q2	$34K	Sell	302 -250	-45%	-$29.6K	0.02%	402
2022 Q1	$69K	Sell	552 -1,150	-68%	-$145K	0.02%	333
2021 Q4	$220K	Buy	+1,702	New	+$219K	0.1%	174
2020 Q4	–	Sell	-3,627	Closed	-$459K	–	211
2020 Q3	$459K	Buy	+3,627	New	+$456K	0.31%	77

Other funds holding TIP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ahrens Investment Partners's TIP Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in iShares TIPS Bond ETF (TIP) in Q1 2023: 385 shares worth $42.4K. The stake represents 0.02% of the portfolio and ranks #352 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in TIP as recently as Q3 2022.

Ahrens Investment Partners first reported a position in TIP in Q3 2020 and has held it in 6 quarters since. The position peaked at $914K in Q3 2022. 1,112 funds tracked by Wall St. Rank hold TIP as of Q1 2023.

Ahrens Investment Partners held 385 shares of iShares TIPS Bond ETF worth $42.4K as of Q1 2023.
iShares TIPS Bond ETF was a new Ahrens Investment Partners position in Q1 2023.
iShares TIPS Bond ETF made up 0.02% of Ahrens Investment Partners's portfolio in Q1 2023, its #352 holding.
Ahrens Investment Partners first reported a position in iShares TIPS Bond ETF in Q3 2020 and has held it in 6 quarters since.
Ahrens Investment Partners's iShares TIPS Bond ETF position peaked at $914K in Q3 2022.
1,112 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.