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Beacon Bridge Wealth Partners’s iShares TIPS Bond ETF TIP Stock Holding History

Beacon Bridge Wealth Partners’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
-2,477
Closed -$257K – 109
2023
Q3 		$257K Buy
2,477
+180
+8% +$19K 0.14% 73
2023
Q2 		$247K Sell
2,297
-229
-9% -$24.9K 0.13% 82
2023
Q1 		$278K Buy
2,526
+30
+1% +$3.25K 0.17% 70
2022
Q4 		$266K Buy
+2,496
New +$267K 0.19% 73

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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
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Beacon Bridge Wealth Partners's TIP Position: Q4 2023 in Review

Beacon Bridge Wealth Partners sold out of iShares TIPS Bond ETF (TIP) in Q4 2023, closing a stake of 2,477 shares — an estimated $257K sold.

Beacon Bridge Wealth Partners first reported a position in TIP in Q4 2022 and held it in 4 quarters. The position peaked at $278K in Q1 2023. 1,100 funds tracked by Wall St. Rank hold TIP as of Q4 2023.

  • Beacon Bridge Wealth Partners reported no remaining iShares TIPS Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Beacon Bridge Wealth Partners sold 2,477 iShares TIPS Bond ETF shares in Q4 2023, an estimated $257K.
  • Beacon Bridge Wealth Partners first reported a position in iShares TIPS Bond ETF in Q4 2022 and held it in 4 quarters.
  • Beacon Bridge Wealth Partners's iShares TIPS Bond ETF position peaked at $278K in Q1 2023.
  • 1,100 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2023.

Based on Beacon Bridge Wealth Partners's 13F filing for Q4 2023, filed 9 Feb 2024.