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

Altium 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
2022
Q2 		$262K Sell
2,303
-520
-18% -$61.7K 0.02% 316
2022
Q1 		$352K Sell
2,823
-329
-10% -$41.4K 0.02% 307
2021
Q4 		$407K Sell
3,152
-394
-11% -$50.8K 0.03% 287
2021
Q3 		$453K Sell
3,546
-205
-5% -$26.4K 0.03% 240
2021
Q2 		$480K Buy
3,751
+23
+0.6% +$2.92K 0.04% 237
2021
Q1 		$468K Sell
3,728
-943
-20% -$119K 0.04% 234
2020
Q4 		$596K Buy
4,671
+173
+4% +$21.8K 0.05% 163
2020
Q3 		$569K Sell
4,498
-206
-4% -$25.9K 0.06% 145
2020
Q2 		$579K Sell
4,704
-114
-2% -$13.9K 0.07% 137
2020
Q1 		$568K Sell
4,818
-1,680
-26% -$198K 0.08% 124
2019
Q4 		$757K Buy
+6,498
New +$755K 0.09% 124

Other funds holding TIP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Altium Wealth Management's TIP Position: Q2 2022 in Review

Altium Wealth Management reduced its iShares TIPS Bond ETF (TIP) stake by 18% in Q2 2022, selling an estimated $61.7K and leaving 2,303 shares worth $262K. The position accounts for 0.02% of the portfolio, ranked #316.

Altium Wealth Management first reported a position in TIP in Q4 2019 and has held it in 11 quarters since. The position peaked at $757K in Q4 2019. 1,291 funds tracked by Wall St. Rank hold TIP as of Q2 2022.

  • Altium Wealth Management held 2,303 shares of iShares TIPS Bond ETF worth $262K as of Q2 2022.
  • Altium Wealth Management sold 520 iShares TIPS Bond ETF shares in Q2 2022, an estimated $61.7K.
  • iShares TIPS Bond ETF made up 0.02% of Altium Wealth Management's portfolio in Q2 2022, its #316 holding.
  • Altium Wealth Management first reported a position in iShares TIPS Bond ETF in Q4 2019 and has held it in 11 quarters since.
  • Altium Wealth Management's iShares TIPS Bond ETF position peaked at $757K in Q4 2019.
  • 1,291 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.