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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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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. 1,048 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.
  • 1,048 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.