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

Cahill 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
2023
Q2 		– Sell
-2,812
Closed -$310K – 246
2023
Q1 		$310K Sell
2,812
-6,273
-69% -$679K 0.06% 189
2022
Q4 		$967K Sell
9,085
-30,939
-77% -$3.3M 0.19% 120
2022
Q3 		$4.2M Buy
40,024
+4,045
+11% +$458K 0.89% 26
2022
Q2 		$4.1M Buy
35,979
+3,568
+11% +$423K 0.87% 27
2022
Q1 		$4.04M Buy
32,411
+15,420
+91% +$1.94M 0.76% 33
2021
Q4 		$2.19M Buy
16,991
+7,678
+82% +$990K 0.42% 58
2021
Q3 		$1.19M Buy
+9,313
New +$1.2M 0.24% 93
2019
Q1 		– Sell
-2,011
Closed -$221K – 154
2018
Q4 		$221K Buy
+2,011
New +$220K 0.11% 137
2014
Q1 		– Sell
-3,943
Closed -$434K – 120
2013
Q4 		$434K Buy
+3,943
New +$440K 0.38% 66

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cahill Financial Advisors's TIP Position: Q2 2023 in Review

Cahill Financial Advisors sold out of iShares TIPS Bond ETF (TIP) in Q2 2023, closing a stake of 2,812 shares — an estimated $310K sold.

Cahill Financial Advisors first reported a position in TIP in Q4 2013 and held it in 9 quarters. The position peaked at $4.2M in Q3 2022. 1,075 funds tracked by Wall St. Rank hold TIP as of Q2 2023.

  • Cahill Financial Advisors reported no remaining iShares TIPS Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Cahill Financial Advisors sold 2,812 iShares TIPS Bond ETF shares in Q2 2023, an estimated $310K.
  • Cahill Financial Advisors first reported a position in iShares TIPS Bond ETF in Q4 2013 and held it in 9 quarters.
  • Cahill Financial Advisors's iShares TIPS Bond ETF position peaked at $4.2M in Q3 2022.
  • 1,075 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2023.

Based on Cahill Financial Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.