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

Aprio 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
Q2 		– Sell
-1,876
Closed -$202K – 270
2024
Q1 		$202K Buy
+1,876
New +$200K 0.04% 226
2023
Q3 		– Sell
-9,168
Closed -$987K – 196
2023
Q2 		$987K Buy
+9,168
New +$998K 0.27% 44
2023
Q1 		– Sell
-5,639
Closed -$600K – 141
2022
Q4 		$600K Sell
5,639
-1,083
-16% -$116K 0.21% 55
2022
Q3 		$705K Buy
6,722
+3,212
+92% +$364K 0.28% 47
2022
Q2 		$400K Sell
3,510
-472
-12% -$56K 0.16% 55
2022
Q1 		$496K Buy
+3,982
New +$501K 0.19% 52
2021
Q4 		– Sell
-2,775
Closed -$354K – 81
2021
Q3 		$354K Sell
2,775
-8,980
-76% -$1.16M 0.16% 50
2021
Q2 		$1.5M Buy
+11,755
New +$1.49M 0.71% 27
2020
Q4 		– Sell
-5,285
Closed -$669K – 66
2020
Q3 		$669K Sell
5,285
-536
-9% -$67.3K 0.47% 33
2020
Q2 		$716K Sell
5,821
-660
-10% -$80.2K 0.69% 30
2020
Q1 		$764K Sell
6,481
-87
-1% -$10.2K 0.97% 22
2019
Q4 		$766K Buy
+6,568
New +$764K 0.56% 28

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $377B AUM 19.32% 1-Year Est. Return

Aprio Wealth Management's TIP Position: Q2 2024 in Review

Aprio Wealth Management sold out of iShares TIPS Bond ETF (TIP) in Q2 2024, closing a stake of 1,876 shares — an estimated $202K sold.

Aprio Wealth Management first reported a position in TIP in Q4 2019 and held it in 12 quarters. The position peaked at $1.5M in Q2 2021. 1,024 funds tracked by Wall St. Rank hold TIP as of Q2 2024.

  • Aprio Wealth Management reported no remaining iShares TIPS Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Aprio Wealth Management sold 1,876 iShares TIPS Bond ETF shares in Q2 2024, an estimated $202K.
  • Aprio Wealth Management first reported a position in iShares TIPS Bond ETF in Q4 2019 and held it in 12 quarters.
  • Aprio Wealth Management's iShares TIPS Bond ETF position peaked at $1.5M in Q2 2021.
  • 1,024 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2024.

Based on Aprio Wealth Management's 13F filing for Q2 2024, filed 10 Jul 2024.