BerganKDV Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History

BerganKDV Wealth Management’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 Q2	$51.9K	Sell	482 -138	-22%	-$15K	0.01%	368
2023 Q1	$68.4K	Buy	620 +434	+233%	+$47K	0.01%	356
2022 Q4	$19.8K	Hold	186	–	–	﹤0.01%	498
2022 Q3	$20K	Buy	186 +13	+8%	+$1.47K	﹤0.01%	492
2022 Q2	$20K	Hold	173	–	–	﹤0.01%	496
2022 Q1	$22K	Hold	173	–	–	﹤0.01%	505
2021 Q4	$22K	Sell	173 -391	-69%	-$50.4K	﹤0.01%	536
2021 Q3	$72K	Buy	564 +8	+1%	+$1.03K	0.01%	359
2021 Q2	$71K	Buy	556 +383	+221%	+$48.7K	0.01%	346
2021 Q1	$22K	Hold	173	–	–	﹤0.01%	477
2020 Q4	$22K	Hold	173	–	–	﹤0.01%	462
2020 Q3	$22K	Hold	173	–	–	﹤0.01%	417
2020 Q2	$21K	Sell	173 -45	-21%	-$5.47K	﹤0.01%	450
2020 Q1	$26K	Hold	218	–	–	0.01%	394
2019 Q4	$25K	Hold	218	–	–	﹤0.01%	419
2019 Q3	$25K	Hold	218	–	–	﹤0.01%	406
2019 Q2	$25K	Hold	218	–	–	﹤0.01%	401
2019 Q1	$25K	Sell	218 -17	-7%	-$1.89K	0.01%	411
2018 Q4	$26K	Buy	235 +71	+43%	+$7.75K	0.01%	369
2018 Q3	$18K	Hold	164	–	–	﹤0.01%	428
2018 Q2	$19K	Buy	+164	New	+$18.4K	﹤0.01%	436

Other funds holding TIP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BerganKDV Wealth Management's TIP Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its iShares TIPS Bond ETF (TIP) stake by 22% in Q2 2023, selling an estimated $15K and leaving 482 shares worth $51.9K. The position accounts for 0.01% of the portfolio, ranked #368.

BerganKDV Wealth Management first reported a position in TIP in Q2 2018 and has held it in 21 quarters since. The position peaked at $72K in Q3 2021. 1,075 funds tracked by Wall St. Rank hold TIP as of Q2 2023.

BerganKDV Wealth Management held 482 shares of iShares TIPS Bond ETF worth $51.9K as of Q2 2023.
BerganKDV Wealth Management sold 138 iShares TIPS Bond ETF shares in Q2 2023, an estimated $15K.
iShares TIPS Bond ETF made up 0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #368 holding.
BerganKDV Wealth Management first reported a position in iShares TIPS Bond ETF in Q2 2018 and has held it in 21 quarters since.
BerganKDV Wealth Management's iShares TIPS Bond ETF position peaked at $72K in Q3 2021.
1,075 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.