Austin Private Wealth’s iShares TIPS Bond ETF TIP Stock Holding History

Austin Private Wealth’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	-13,137	Closed	-$1.4M	–	297
2024 Q2	$1.4M	Sell	13,137 -319	-2%	-$33.9K	0.15%	55
2024 Q1	$1.44M	Sell	13,456 -11,653	-46%	-$1.25M	0.17%	55
2023 Q4	$2.7M	Buy	25,109 +1,416	+6%	+$148K	0.34%	40
2023 Q3	$2.46M	Buy	+23,693	New	+$2.51M	0.36%	39

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

Austin Private Wealth's TIP Position: Q3 2024 in Review

Austin Private Wealth sold out of iShares TIPS Bond ETF (TIP) in Q3 2024, closing a stake of 13,137 shares — an estimated $1.4M sold.

Austin Private Wealth first reported a position in TIP in Q3 2023 and held it in 4 quarters. The position peaked at $2.7M in Q4 2023. 959 funds tracked by Wall St. Rank hold TIP as of Q3 2024.

Austin Private Wealth reported no remaining iShares TIPS Bond ETF position as of Q3 2024 after selling out during the quarter.
Austin Private Wealth sold 13,137 iShares TIPS Bond ETF shares in Q3 2024, an estimated $1.4M.
Austin Private Wealth first reported a position in iShares TIPS Bond ETF in Q3 2023 and held it in 4 quarters.
Austin Private Wealth's iShares TIPS Bond ETF position peaked at $2.7M in Q4 2023.
959 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2024.

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