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BDO Wealth Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

BDO Wealth Advisors’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
Q1 		– Sell
-125
Closed -$13.3K – 1090
2022
Q4 		$13.3K Sell
125
-8
-6% -$854 ﹤0.01% 647
2022
Q3 		$14K Sell
133
-65
-33% -$7.36K ﹤0.01% 650
2022
Q2 		$23K Sell
198
-107
-35% -$12.7K ﹤0.01% 537
2022
Q1 		$38K Sell
305
-1,580
-84% -$199K ﹤0.01% 481
2021
Q4 		$244K Buy
1,885
+1,260
+202% +$162K 0.03% 257
2021
Q3 		$80K Hold
625
– – 0.01% 384
2021
Q2 		$80K Buy
625
+496
+384% +$63K 0.01% 398
2021
Q1 		$16K Buy
129
+4
+3% +$506 ﹤0.01% 655
2020
Q4 		$16K Hold
125
– – ﹤0.01% 495
2020
Q3 		$16K Sell
125
-100
-44% -$12.6K ﹤0.01% 446
2020
Q2 		$28K Hold
225
– – ﹤0.01% 386
2020
Q1 		$27K Buy
225
+100
+80% +$11.8K 0.01% 407
2019
Q4 		$15K Hold
125
– – ﹤0.01% 410
2019
Q3 		$15K Hold
125
– – ﹤0.01% 426
2019
Q2 		$14K Sell
125
-100
-44% -$11.4K ﹤0.01% 420
2019
Q1 		$25K Sell
225
-21
-9% -$2.33K 0.01% 351
2018
Q4 		$27K Hold
246
– – 0.01% 311
2018
Q3 		$27K Sell
246
-375
-60% -$41.9K 0.01% 352
2018
Q2 		$70K Hold
621
– – 0.02% 255
2018
Q1 		$70K Hold
621
– – 0.03% 218
2017
Q4 		$71K Hold
621
– – 0.03% 180
2017
Q3 		$71K Buy
621
+500
+413% +$56.9K 0.04% 163
2017
Q2 		$14K Buy
+121
New +$13.8K 0.01% 339

Other funds holding TIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BDO Wealth Advisors's TIP Position: Q1 2023 in Review

BDO Wealth Advisors sold out of iShares TIPS Bond ETF (TIP) in Q1 2023, closing a stake of 125 shares — an estimated $13.3K sold.

BDO Wealth Advisors first reported a position in TIP in Q2 2017 and held it in 23 quarters. The position peaked at $244K in Q4 2021. 1,113 funds tracked by Wall St. Rank hold TIP as of Q1 2023.

  • BDO Wealth Advisors reported no remaining iShares TIPS Bond ETF position as of Q1 2023 after selling out during the quarter.
  • BDO Wealth Advisors sold 125 iShares TIPS Bond ETF shares in Q1 2023, an estimated $13.3K.
  • BDO Wealth Advisors first reported a position in iShares TIPS Bond ETF in Q2 2017 and held it in 23 quarters.
  • BDO Wealth Advisors's iShares TIPS Bond ETF position peaked at $244K in Q4 2021.
  • 1,113 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2023.

Based on BDO Wealth Advisors's 13F filing for Q1 2023, filed 9 May 2023.