Bell Investment Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Bell Investment 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
2024 Q1	–	Sell	-4	Closed	-$427	–	1909
2023 Q4	$412	Hold	4	–	–	﹤0.01%	1865
2023 Q3	$394	Sell	4 -5	-56%	-$529	﹤0.01%	1865
2023 Q2	$948	Sell	9 -10	-53%	-$1.09K	﹤0.01%	1612
2023 Q1	$2.06K	Hold	19	–	–	﹤0.01%	1252
2022 Q4	$1.98K	Sell	19 -3	-14%	-$320	﹤0.01%	1298
2022 Q3	$2K	Buy	22 +1	+5%	+$113	﹤0.01%	1226
2022 Q2	$2K	Buy	+21	New	+$2.49K	﹤0.01%	1244
2021 Q4	$3K	Hold	20	–	–	﹤0.01%	1040
2021 Q3	$3K	Buy	+20	New	+$2.58K	﹤0.01%	975

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

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

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

Bell Investment Advisors's TIP Position: Q1 2024 in Review

Bell Investment Advisors sold out of iShares TIPS Bond ETF (TIP) in Q1 2024, closing a stake of 4 shares — an estimated $427 sold.

Bell Investment Advisors first reported a position in TIP in Q3 2021 and held it in 9 quarters. The position peaked at $3K in Q4 2021. 1,045 funds tracked by Wall St. Rank hold TIP as of Q1 2024.

Bell Investment Advisors reported no remaining iShares TIPS Bond ETF position as of Q1 2024 after selling out during the quarter.
Bell Investment Advisors sold 4 iShares TIPS Bond ETF shares in Q1 2024, an estimated $427.
Bell Investment Advisors first reported a position in iShares TIPS Bond ETF in Q3 2021 and held it in 9 quarters.
Bell Investment Advisors's iShares TIPS Bond ETF position peaked at $3K in Q4 2021.
1,045 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2024.

Based on Bell Investment Advisors's 13F filing for Q1 2024, filed 8 May 2024.