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

Buttonwood 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 Q3	–	Sell	-16,773	Closed	-$1.78M	–	32
2024 Q2	$1.78M	Buy	16,773 +633	+4%	+$67.3K	1.01%	15
2024 Q1	$1.73M	Buy	16,140 +1,261	+8%	+$135K	1.03%	17
2023 Q4	$1.6M	Buy	14,879 +324	+2%	+$33.9K	1.16%	15
2023 Q3	$1.49M	Buy	14,555 +372	+3%	+$39.4K	1.09%	17
2023 Q2	$1.53M	Buy	+14,183	New	+$1.54M	1.32%	15
2023 Q1	–	Sell	-3,067	Closed	-$326K	–	34
2022 Q4	$326K	Sell	3,067 -14,417	-82%	-$1.54M	0.3%	26
2022 Q3	$1.83M	Sell	17,484 -9,323	-35%	-$1.06M	1.91%	11
2022 Q2	$3.05M	Buy	26,807 +10,534	+65%	+$1.25M	2.98%	8
2022 Q1	$2.01M	Buy	+16,273	New	+$2.05M	1.49%	9

Other funds holding TIP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Buttonwood Financial Group's TIP Position: Q3 2024 in Review

Buttonwood Financial Group sold out of iShares TIPS Bond ETF (TIP) in Q3 2024, closing a stake of 16,773 shares — an estimated $1.78M sold.

Buttonwood Financial Group first reported a position in TIP in Q1 2022 and held it in 9 quarters. The position peaked at $3.05M in Q2 2022. 960 funds tracked by Wall St. Rank hold TIP as of Q3 2024.

Buttonwood Financial Group reported no remaining iShares TIPS Bond ETF position as of Q3 2024 after selling out during the quarter.
Buttonwood Financial Group sold 16,773 iShares TIPS Bond ETF shares in Q3 2024, an estimated $1.78M.
Buttonwood Financial Group first reported a position in iShares TIPS Bond ETF in Q1 2022 and held it in 9 quarters.
Buttonwood Financial Group's iShares TIPS Bond ETF position peaked at $3.05M in Q2 2022.
960 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2024.

Based on Buttonwood Financial Group's 13F filing for Q3 2024, filed 15 Oct 2024.