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

Benchmark 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
2023
Q3 		– Sell
-1,839
Closed -$198K – 92
2023
Q2 		$198K Sell
1,839
-780
-30% -$84.9K 0.18% 89
2023
Q1 		$289K Sell
2,619
-385
-13% -$41.7K 0.3% 75
2022
Q4 		$320K Sell
3,004
-789
-21% -$84.3K 0.34% 75
2022
Q3 		$398K Buy
3,793
+568
+18% +$64.3K 0.43% 65
2022
Q2 		$367K Sell
3,225
-538
-14% -$63.8K 0.38% 73
2022
Q1 		$469K Sell
3,763
-97
-3% -$12.2K 0.35% 74
2021
Q4 		$499K Buy
+3,860
New +$498K 0.41% 65

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Benchmark Investment Advisors's TIP Position: Q3 2023 in Review

Benchmark Investment Advisors sold out of iShares TIPS Bond ETF (TIP) in Q3 2023, closing a stake of 1,839 shares — an estimated $198K sold.

Benchmark Investment Advisors first reported a position in TIP in Q4 2021 and held it in 7 quarters. The position peaked at $499K in Q4 2021. 1,100 funds tracked by Wall St. Rank hold TIP as of Q3 2023.

  • Benchmark Investment Advisors reported no remaining iShares TIPS Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Benchmark Investment Advisors sold 1,839 iShares TIPS Bond ETF shares in Q3 2023, an estimated $198K.
  • Benchmark Investment Advisors first reported a position in iShares TIPS Bond ETF in Q4 2021 and held it in 7 quarters.
  • Benchmark Investment Advisors's iShares TIPS Bond ETF position peaked at $499K in Q4 2021.
  • 1,100 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2023.

Based on Benchmark Investment Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.