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Bulltick Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History

Bulltick Wealth Management’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
-1,979
Closed -$211K – 122
2024
Q2 		$211K Sell
1,979
-833
-30% -$88.6K 0.05% 91
2024
Q1 		$302K Buy
2,812
+400
+17% +$42.7K 0.05% 92
2023
Q4 		$259K Sell
2,412
-1,068
-31% -$112K 0.06% 95
2023
Q3 		$361K Hold
3,480
– – 0.09% 97
2023
Q2 		$375K Sell
3,480
-723
-17% -$78.7K 0.08% 100
2023
Q1 		$463K Hold
4,203
– – 0.12% 90
2022
Q4 		$447K Sell
4,203
-1,900
-31% -$203K 0.13% 79
2022
Q3 		$640K Sell
6,103
-66
-1% -$7.47K 0.19% 64
2022
Q2 		$703K Buy
6,169
+2,100
+52% +$249K 0.19% 65
2022
Q1 		$507K Hold
4,069
– – 0.11% 82
2021
Q4 		$526K Sell
4,069
-3,866
-49% -$499K 0.1% 80
2021
Q3 		$1.01M Sell
7,935
-5,168
-39% -$666K 0.23% 50
2021
Q2 		$1.68M Buy
13,103
+3,920
+43% +$498K 0.39% 41
2021
Q1 		$1.15M Sell
9,183
-3,602
-28% -$456K 0.32% 35
2020
Q4 		$1.63M Buy
+12,785
New +$1.61M 0.48% 33

Other funds holding TIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

Bulltick Wealth Management's TIP Position: Q3 2024 in Review

Bulltick Wealth Management sold out of iShares TIPS Bond ETF (TIP) in Q3 2024, closing a stake of 1,979 shares — an estimated $211K sold.

Bulltick Wealth Management first reported a position in TIP in Q4 2020 and held it in 15 quarters. The position peaked at $1.68M in Q2 2021. 962 funds tracked by Wall St. Rank hold TIP as of Q3 2024.

  • Bulltick Wealth Management reported no remaining iShares TIPS Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Bulltick Wealth Management sold 1,979 iShares TIPS Bond ETF shares in Q3 2024, an estimated $211K.
  • Bulltick Wealth Management first reported a position in iShares TIPS Bond ETF in Q4 2020 and held it in 15 quarters.
  • Bulltick Wealth Management's iShares TIPS Bond ETF position peaked at $1.68M in Q2 2021.
  • 962 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2024.

Based on Bulltick Wealth Management's 13F filing for Q3 2024, filed 14 Nov 2024.