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

Axxcess 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
Q4 		– Sell
-1,820
Closed -$201K – 932
2024
Q3 		$201K Buy
+1,820
New +$198K ﹤0.01% 847
2024
Q2 		– Sell
-48,083
Closed -$5.16M – 944
2024
Q1 		$5.16M Sell
48,083
-3,648
-7% -$390K 0.14% 126
2023
Q4 		$5.56M Buy
51,731
+26,952
+109% +$2.82M 0.16% 122
2023
Q3 		$2.57M Buy
24,779
+17,633
+247% +$1.87M 0.09% 170
2023
Q2 		$769K Sell
7,146
-464
-6% -$50.5K 0.06% 270
2023
Q1 		$839K Sell
7,610
-5,782
-43% -$626K 0.06% 261
2022
Q4 		$1.43M Sell
13,392
-1,154
-8% -$123K 0.12% 171
2022
Q3 		$1.53M Sell
14,546
-829
-5% -$93.9K 0.14% 140
2022
Q2 		$1.75M Sell
15,375
-6,718
-30% -$797K 0.16% 128
2022
Q1 		$2.75M Sell
22,093
-131,940
-86% -$16.6M 0.22% 95
2021
Q4 		$19.9M Buy
+154,033
New +$19.9M 1.45% 9

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Axxcess Wealth Management's TIP Position: Q4 2024 in Review

Axxcess Wealth Management sold out of iShares TIPS Bond ETF (TIP) in Q4 2024, closing a stake of 1,820 shares — an estimated $201K sold.

Axxcess Wealth Management first reported a position in TIP in Q4 2021 and held it in 11 quarters. The position peaked at $19.9M in Q4 2021. 1,013 funds tracked by Wall St. Rank hold TIP as of Q4 2024.

  • Axxcess Wealth Management reported no remaining iShares TIPS Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Axxcess Wealth Management sold 1,820 iShares TIPS Bond ETF shares in Q4 2024, an estimated $201K.
  • Axxcess Wealth Management first reported a position in iShares TIPS Bond ETF in Q4 2021 and held it in 11 quarters.
  • Axxcess Wealth Management's iShares TIPS Bond ETF position peaked at $19.9M in Q4 2021.
  • 1,013 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2024.

Based on Axxcess Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.