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Bleakley Financial Group’s iShares TIPS Bond ETF TIP Stock Holding History

Bleakley Financial Group’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
Q2 		– Sell
-2,106
Closed -$226K – 1066
2024
Q1 		$226K Sell
2,106
-332
-14% -$35.5K 0.01% 850
2023
Q4 		$262K Buy
+2,438
New +$255K 0.01% 771

Other funds holding TIP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bleakley Financial Group's TIP Position: Q2 2024 in Review

Bleakley Financial Group sold out of iShares TIPS Bond ETF (TIP) in Q2 2024, closing a stake of 2,106 shares — an estimated $226K sold.

Bleakley Financial Group first reported a position in TIP in Q4 2023 and held it in 2 quarters. The position peaked at $262K in Q4 2023. 1,023 funds tracked by Wall St. Rank hold TIP as of Q2 2024.

  • Bleakley Financial Group reported no remaining iShares TIPS Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Bleakley Financial Group sold 2,106 iShares TIPS Bond ETF shares in Q2 2024, an estimated $226K.
  • Bleakley Financial Group first reported a position in iShares TIPS Bond ETF in Q4 2023 and held it in 2 quarters.
  • Bleakley Financial Group's iShares TIPS Bond ETF position peaked at $262K in Q4 2023.
  • 1,023 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2024.

Based on Bleakley Financial Group's 13F filing for Q2 2024, filed 12 Aug 2024.