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Brandywine Oak Private Wealth’s iShares TIPS Bond ETF TIP Stock Holding History

Brandywine Oak Private 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
2022
Q3 		– Sell
-1,971
Closed -$224K – 317
2022
Q2 		$224K Buy
1,971
+94
+5% +$11.1K 0.03% 293
2022
Q1 		$233K Sell
1,877
-1,636
-47% -$206K 0.03% 315
2021
Q4 		$453K Sell
3,513
-66
-2% -$8.51K 0.05% 210
2021
Q3 		$457K Buy
3,579
+418
+13% +$53.9K 0.05% 203
2021
Q2 		$404K Buy
+3,161
New +$402K 0.05% 209
2019
Q1 		– Sell
-56
Closed -$6K – 580
2018
Q4 		$6K Buy
+56
New +$6.11K ﹤0.01% 552

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Brandywine Oak Private Wealth's TIP Position: Q3 2022 in Review

Brandywine Oak Private Wealth sold out of iShares TIPS Bond ETF (TIP) in Q3 2022, closing a stake of 1,971 shares — an estimated $224K sold.

Brandywine Oak Private Wealth first reported a position in TIP in Q4 2018 and held it in 6 quarters. The position peaked at $457K in Q3 2021. 1,221 funds tracked by Wall St. Rank hold TIP as of Q3 2022.

  • Brandywine Oak Private Wealth reported no remaining iShares TIPS Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 1,971 iShares TIPS Bond ETF shares in Q3 2022, an estimated $224K.
  • Brandywine Oak Private Wealth first reported a position in iShares TIPS Bond ETF in Q4 2018 and held it in 6 quarters.
  • Brandywine Oak Private Wealth's iShares TIPS Bond ETF position peaked at $457K in Q3 2021.
  • 1,221 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2022.

Based on Brandywine Oak Private Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.