BIP Wealth’s iShares TIPS Bond ETF TIP Stock Holding History

BIP Wealth’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	–	Sell	-2,727	Closed	-$301K	–	195
2023 Q1	$301K	Buy	+2,727	New	+$295K	0.03%	145

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

BIP Wealth's TIP Position: Q2 2023 in Review

BIP Wealth sold out of iShares TIPS Bond ETF (TIP) in Q2 2023, closing a stake of 2,727 shares — an estimated $301K sold.

BIP Wealth first reported a position in TIP in Q1 2023 and held it in 1 quarter. The position peaked at $301K in Q1 2023. 1,075 funds tracked by Wall St. Rank hold TIP as of Q2 2023.

BIP Wealth reported no remaining iShares TIPS Bond ETF position as of Q2 2023 after selling out during the quarter.
BIP Wealth sold 2,727 iShares TIPS Bond ETF shares in Q2 2023, an estimated $301K.
BIP Wealth first reported a position in iShares TIPS Bond ETF in Q1 2023 and held it in 1 quarter.
BIP Wealth's iShares TIPS Bond ETF position peaked at $301K in Q1 2023.
1,075 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2023.

Based on BIP Wealth's 13F filing for Q2 2023, filed 27 Jul 2023.