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Bright Financial Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Bright Financial Advisors’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
-90,180
Closed -$5.2M – 61
2024
Q1 		$5.2M Buy
+90,180
New +$9.64M 3.88% 7

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 $58.2B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bright Financial Advisors's TIP Position: Q2 2024 in Review

Bright Financial Advisors sold out of iShares TIPS Bond ETF (TIP) in Q2 2024, closing a stake of 90,180 shares — an estimated $5.2M sold.

Bright Financial Advisors first reported a position in TIP in Q1 2024 and held it in 1 quarter. The position peaked at $5.2M in Q1 2024. 1,024 funds tracked by Wall St. Rank hold TIP as of Q2 2024.

  • Bright Financial Advisors reported no remaining iShares TIPS Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Bright Financial Advisors sold 90,180 iShares TIPS Bond ETF shares in Q2 2024, an estimated $5.2M.
  • Bright Financial Advisors first reported a position in iShares TIPS Bond ETF in Q1 2024 and held it in 1 quarter.
  • Bright Financial Advisors's iShares TIPS Bond ETF position peaked at $5.2M in Q1 2024.
  • 1,024 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2024.

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