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Annapolis Financial Services’s iShares TIPS Bond ETF TIP Stock Holding History

Annapolis Financial Services’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
Q2 		– Sell
-462
Closed -$49.6K – 369
2024
Q1 		$49.6K Buy
462
+400
+645% +$42.7K 0.02% 144
2023
Q4 		$6.67K Hold
62
– – ﹤0.01% 382
2023
Q3 		$6.43K Hold
62
– – ﹤0.01% 376
2023
Q2 		$6.67K Hold
62
– – ﹤0.01% 372
2023
Q1 		$6.84K Hold
62
– – ﹤0.01% 340
2022
Q4 		$6.6K Hold
62
– – ﹤0.01% 342
2022
Q3 		$7K Hold
62
– – ﹤0.01% 373
2022
Q2 		$7K Sell
62
-42
-40% -$4.98K ﹤0.01% 318
2022
Q1 		$13K Hold
104
– – ﹤0.01% 284
2021
Q4 		$13K Buy
+104
New +$13.4K ﹤0.01% 296

Other funds holding TIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Annapolis Financial Services's TIP Position: Q2 2024 in Review

Annapolis Financial Services sold out of iShares TIPS Bond ETF (TIP) in Q2 2024, closing a stake of 462 shares — an estimated $49.6K sold.

Annapolis Financial Services first reported a position in TIP in Q4 2021 and held it in 10 quarters. The position peaked at $49.6K in Q1 2024. 1,026 funds tracked by Wall St. Rank hold TIP as of Q2 2024.

  • Annapolis Financial Services reported no remaining iShares TIPS Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Annapolis Financial Services sold 462 iShares TIPS Bond ETF shares in Q2 2024, an estimated $49.6K.
  • Annapolis Financial Services first reported a position in iShares TIPS Bond ETF in Q4 2021 and held it in 10 quarters.
  • Annapolis Financial Services's iShares TIPS Bond ETF position peaked at $49.6K in Q1 2024.
  • 1,026 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2024.

Based on Annapolis Financial Services's 13F filing for Q2 2024, filed 17 Jul 2024.