AJ Wealth Strategies’s iShares TIPS Bond ETF TIP Stock Holding History

AJ Wealth Strategies’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 Q2	$860K	Hold	7,989	–	–	0.04%	142
2023 Q1	$881K	Buy	7,989 +586	+8%	+$63.4K	0.05%	135
2022 Q4	$788K	Sell	7,403 -34,949	-83%	-$3.73M	0.04%	149
2022 Q3	$4.44M	Buy	+42,352	New	+$4.8M	0.26%	48
2020 Q4	–	Sell	-1,964	Closed	-$248K	–	250
2020 Q3	$248K	Hold	1,964	–	–	0.03%	184
2020 Q2	$242K	Sell	1,964 -5,000	-72%	-$608K	0.03%	176
2020 Q1	$821K	Buy	6,964 +5,035	+261%	+$593K	0.11%	63
2019 Q4	$225K	Hold	1,929	–	–	0.03%	111
2019 Q3	$224K	Buy	+1,929	New	+$224K	0.03%	105

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

AJ Wealth Strategies's TIP Position: Q2 2023 in Review

AJ Wealth Strategies held its iShares TIPS Bond ETF (TIP) position steady in Q2 2023 at 7,989 shares worth $860K. The position accounts for 0.04% of the portfolio, ranked #142.

AJ Wealth Strategies first reported a position in TIP in Q3 2019 and has held it in 9 quarters since. The position peaked at $4.44M in Q3 2022. 1,075 funds tracked by Wall St. Rank hold TIP as of Q2 2023.

AJ Wealth Strategies held 7,989 shares of iShares TIPS Bond ETF worth $860K as of Q2 2023.
AJ Wealth Strategies left its iShares TIPS Bond ETF share count unchanged in Q2 2023.
iShares TIPS Bond ETF made up 0.04% of AJ Wealth Strategies's portfolio in Q2 2023, its #142 holding.
AJ Wealth Strategies first reported a position in iShares TIPS Bond ETF in Q3 2019 and has held it in 9 quarters since.
AJ Wealth Strategies's iShares TIPS Bond ETF position peaked at $4.44M in Q3 2022.
1,075 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.