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

Alterna 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
2024 Q3	–	Sell	-8,822	Closed	-$942K	–	111
2024 Q2	$942K	Buy	8,822 +1,324	+18%	+$141K	0.83%	34
2024 Q1	$805K	Sell	7,498 -450	-6%	-$48.1K	0.65%	35
2023 Q4	$854K	Buy	7,948 +46	+0.6%	+$4.81K	1.03%	30
2023 Q3	$820K	Buy	+7,902	New	+$836K	1.05%	32
2023 Q1	–	Sell	-3,028	Closed	-$322K	–	127
2022 Q4	$322K	Sell	3,028 -1,664	-35%	-$178K	0.36%	53
2022 Q3	$492K	Sell	4,692 -3,920	-46%	-$444K	0.58%	37
2022 Q2	$981K	Buy	8,612 +3,647	+73%	+$433K	1%	29
2022 Q1	$618K	Sell	4,965 -6,240	-56%	-$785K	0.52%	42
2021 Q4	$1.45M	Buy	+11,205	New	+$1.44M	1.2%	24

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

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

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

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

Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

Alterna Wealth Management's TIP Position: Q3 2024 in Review

Alterna Wealth Management sold out of iShares TIPS Bond ETF (TIP) in Q3 2024, closing a stake of 8,822 shares — an estimated $942K sold.

Alterna Wealth Management first reported a position in TIP in Q4 2021 and held it in 9 quarters. The position peaked at $1.45M in Q4 2021. 959 funds tracked by Wall St. Rank hold TIP as of Q3 2024.

Alterna Wealth Management reported no remaining iShares TIPS Bond ETF position as of Q3 2024 after selling out during the quarter.
Alterna Wealth Management sold 8,822 iShares TIPS Bond ETF shares in Q3 2024, an estimated $942K.
Alterna Wealth Management first reported a position in iShares TIPS Bond ETF in Q4 2021 and held it in 9 quarters.
Alterna Wealth Management's iShares TIPS Bond ETF position peaked at $1.45M in Q4 2021.
959 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2024.

Based on Alterna Wealth Management's 13F filing for Q3 2024, filed 30 Oct 2024.