Baker Tilly Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History

Baker Tilly 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 Q2	–	Sell	-7,417	Closed	-$797K	–	404
2024 Q1	$797K	Sell	7,417 -733	-9%	-$78.3K	0.14%	160
2023 Q4	$876K	Buy	+8,150	New	+$852K	0.14%	154
2022 Q3	–	Sell	-2,040	Closed	-$232K	–	534
2022 Q2	$232K	Buy	2,040 +198	+11%	+$23.5K	0.03%	450
2022 Q1	$229K	Sell	1,842 -383	-17%	-$48.2K	0.03%	477
2021 Q4	$287K	Buy	+2,225	New	+$287K	0.03%	438

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

Baker Tilly Wealth Management's TIP Position: Q2 2024 in Review

Baker Tilly Wealth Management sold out of iShares TIPS Bond ETF (TIP) in Q2 2024, closing a stake of 7,417 shares — an estimated $797K sold.

Baker Tilly Wealth Management first reported a position in TIP in Q4 2021 and held it in 5 quarters. The position peaked at $876K in Q4 2023. 1,023 funds tracked by Wall St. Rank hold TIP as of Q2 2024.

Baker Tilly Wealth Management reported no remaining iShares TIPS Bond ETF position as of Q2 2024 after selling out during the quarter.
Baker Tilly Wealth Management sold 7,417 iShares TIPS Bond ETF shares in Q2 2024, an estimated $797K.
Baker Tilly Wealth Management first reported a position in iShares TIPS Bond ETF in Q4 2021 and held it in 5 quarters.
Baker Tilly Wealth Management's iShares TIPS Bond ETF position peaked at $876K in Q4 2023.
1,023 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2024, filed 18 Jul 2024.