Bogart Wealth LLC’s iShares TIPS Bond ETF TIP Stock Holding History

Bogart Wealth LLC’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 Q3	–	Sell	-36	Closed	-$3.84K	–	1167
2024 Q2	$3.84K	Buy	+36	New	+$3.83K	﹤0.01%	839
2024 Q1	–	Sell	-600	Closed	-$64.5K	–	1114
2023 Q4	$64.5K	Buy	+600	New	+$62.7K	﹤0.01%	331
2023 Q1	–	Sell	-69	Closed	-$7.34K	–	1203
2022 Q4	$7.34K	Buy	+69	New	+$7.37K	﹤0.01%	601
2022 Q2	–	Sell	-1	Closed	–	–	981
2022 Q1	$0	Hold	1	–	–	﹤0.01%	853
2021 Q4	$0	Hold	1	–	–	﹤0.01%	819
2021 Q3	$0	Sell	1 -37	-97%	-$4.77K	﹤0.01%	776
2021 Q2	$5K	Buy	+38	New	+$4.83K	﹤0.01%	526
2019 Q2	–	Sell	-122	Closed	-$13.9K	–	368
2019 Q1	$13K	Hold	122	–	–	0.01%	223
2018 Q4	$13K	Hold	122	–	–	0.01%	225
2018 Q3	$13K	Buy	+122	New	+$13.6K	0.01%	216

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

Bogart Wealth LLC's TIP Position: Q3 2024 in Review

Bogart Wealth LLC sold out of iShares TIPS Bond ETF (TIP) in Q3 2024, closing a stake of 36 shares — an estimated $3.84K sold.

Bogart Wealth LLC first reported a position in TIP in Q3 2018 and held it in 10 quarters. The position peaked at $64.5K in Q4 2023. 959 funds tracked by Wall St. Rank hold TIP as of Q3 2024.

Bogart Wealth LLC reported no remaining iShares TIPS Bond ETF position as of Q3 2024 after selling out during the quarter.
Bogart Wealth LLC sold 36 iShares TIPS Bond ETF shares in Q3 2024, an estimated $3.84K.
Bogart Wealth LLC first reported a position in iShares TIPS Bond ETF in Q3 2018 and held it in 10 quarters.
Bogart Wealth LLC's iShares TIPS Bond ETF position peaked at $64.5K in Q4 2023.
959 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2024.

Based on Bogart Wealth LLC's 13F filing for Q3 2024, filed 23 Oct 2024.