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Axiom Advisory’s iShares TIPS Bond ETF TIP Stock Holding History

Axiom Advisory’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 		$658K Buy
6,055
+174
+3% +$18.9K 0.01% 198
2024
Q2 		$625K Buy
+5,881
New +$625K 0.01% 199

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Man Group
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

Axiom Advisory's TIP Position: Q3 2024 in Review

Axiom Advisory increased its iShares TIPS Bond ETF (TIP) stake by 3% in Q3 2024, buying an estimated $18.9K and bringing the position to 6,055 shares worth $658K. The position accounts for 0.01% of the portfolio, ranked #198.

Axiom Advisory first reported a position in TIP in Q2 2024 and has held it in 2 quarters since. 959 funds tracked by Wall St. Rank hold TIP as of Q3 2024.

  • Axiom Advisory held 6,055 shares of iShares TIPS Bond ETF worth $658K as of Q3 2024.
  • Axiom Advisory bought 174 iShares TIPS Bond ETF shares in Q3 2024, an estimated $18.9K.
  • iShares TIPS Bond ETF made up 0.01% of Axiom Advisory's portfolio in Q3 2024, its #198 holding.
  • Axiom Advisory first reported a position in iShares TIPS Bond ETF in Q2 2024 and has held it in 2 quarters since.
  • 959 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.