Albion Financial Group’s iShares TIPS Bond ETF TIP Stock Holding History

Albion Financial Group’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
2024 Q1	–	Sell	-36	Closed	-$3.87K	–	519
2023 Q4	$3.87K	Buy	+36	New	+$3.76K	﹤0.01%	364
2023 Q3	–	Sell	-1,034	Closed	-$111K	–	501
2023 Q2	$111K	Hold	1,034	–	–	0.01%	198
2023 Q1	$114K	Sell	1,034 -110	-10%	-$11.9K	0.01%	182
2022 Q4	$122K	Buy	1,144 +110	+11%	+$11.7K	0.01%	178
2022 Q3	$108K	Hold	1,034	–	–	0.01%	183
2022 Q2	$118K	Hold	1,034	–	–	0.01%	191
2022 Q1	$129K	Hold	1,034	–	–	0.01%	217
2021 Q4	$134K	Buy	+1,034	New	+$133K	0.01%	230
2013 Q3	–	Sell	-5,834	Closed	-$653K	–	179
2013 Q2	$653K	Buy	+5,834	New	+$690K	0.15%	79

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

Albion Financial Group's TIP Position: Q1 2024 in Review

Albion Financial Group sold out of iShares TIPS Bond ETF (TIP) in Q1 2024, closing a stake of 36 shares — an estimated $3.87K sold.

Albion Financial Group first reported a position in TIP in Q2 2013 and held it in 9 quarters. The position peaked at $653K in Q2 2013. 1,045 funds tracked by Wall St. Rank hold TIP as of Q1 2024.

Albion Financial Group reported no remaining iShares TIPS Bond ETF position as of Q1 2024 after selling out during the quarter.
Albion Financial Group sold 36 iShares TIPS Bond ETF shares in Q1 2024, an estimated $3.87K.
Albion Financial Group first reported a position in iShares TIPS Bond ETF in Q2 2013 and held it in 9 quarters.
Albion Financial Group's iShares TIPS Bond ETF position peaked at $653K in Q2 2013.
1,045 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2024.

Based on Albion Financial Group's 13F filing for Q1 2024, filed 19 Apr 2024.