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 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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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.