Axim Planning & Wealth’s iShares TIPS Bond ETF TIP Stock Holding History

Axim Planning & 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
2022 Q3	–	Sell	-14	Closed	-$2K	–	171
2022 Q2	$2K	Buy	+14	New	+$1.66K	﹤0.01%	123

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Axim Planning & Wealth's TIP Position: Q3 2022 in Review

Axim Planning & Wealth sold out of iShares TIPS Bond ETF (TIP) in Q3 2022, closing a stake of 14 shares — an estimated $2K sold.

Axim Planning & Wealth first reported a position in TIP in Q2 2022 and held it in 1 quarter. The position peaked at $2K in Q2 2022. 1,221 funds tracked by Wall St. Rank hold TIP as of Q3 2022.

Axim Planning & Wealth reported no remaining iShares TIPS Bond ETF position as of Q3 2022 after selling out during the quarter.
Axim Planning & Wealth sold 14 iShares TIPS Bond ETF shares in Q3 2022, an estimated $2K.
Axim Planning & Wealth first reported a position in iShares TIPS Bond ETF in Q2 2022 and held it in 1 quarter.
Axim Planning & Wealth's iShares TIPS Bond ETF position peaked at $2K in Q2 2022.
1,221 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2022.

Based on Axim Planning & Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.