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Axiom Financial Strategies’s iShares TIPS Bond ETF TIP Stock Holding History

Axiom Financial Strategies’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
2023
Q4 		– Sell
-74,481
Closed -$7.73M – 36
2023
Q3 		$7.73M Sell
74,481
-99,853
-57% -$10.6M 5.18% 6
2023
Q2 		$18.8M Sell
174,334
-4,828
-3% -$526K 10.76% 2
2023
Q1 		$19.8M Sell
179,162
-9,878
-5% -$1.07M 10.98% 3
2022
Q4 		$20.1M Sell
189,040
-6,081
-3% -$649K 12.64% 2
2022
Q3 		$20.5M Buy
195,121
+84,640
+77% +$9.59M 10.88% 3
2022
Q2 		$12.6M Sell
110,481
-4,776
-4% -$566K 6.62% 3
2022
Q1 		$13.8M Buy
+115,257
New +$14.5M 6.94% 3
2020
Q2 		– Sell
-2,443
Closed -$288K – 72
2020
Q1 		$288K Buy
+2,443
New +$288K 0.23% 46

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Axiom Financial Strategies's TIP Position: Q4 2023 in Review

Axiom Financial Strategies sold out of iShares TIPS Bond ETF (TIP) in Q4 2023, closing a stake of 74,481 shares — an estimated $7.73M sold.

Axiom Financial Strategies first reported a position in TIP in Q1 2020 and held it in 8 quarters. The position peaked at $20.5M in Q3 2022. 1,100 funds tracked by Wall St. Rank hold TIP as of Q4 2023.

  • Axiom Financial Strategies reported no remaining iShares TIPS Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Axiom Financial Strategies sold 74,481 iShares TIPS Bond ETF shares in Q4 2023, an estimated $7.73M.
  • Axiom Financial Strategies first reported a position in iShares TIPS Bond ETF in Q1 2020 and held it in 8 quarters.
  • Axiom Financial Strategies's iShares TIPS Bond ETF position peaked at $20.5M in Q3 2022.
  • 1,100 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2023.

Based on Axiom Financial Strategies's 13F filing for Q4 2023, filed 13 Feb 2024.