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Cardinal Point Wealth Management Partners’s iShares TIPS Bond ETF TIP Stock Holding History

Cardinal Point Wealth Management Partners’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
2022
Q1 		– Sell
-1,600
Closed -$207K – 54
2021
Q4 		$207K Buy
+1,600
New +$206K 0.09% 48

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Envestnet Asset Management
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
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Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Cardinal Point Wealth Management Partners's TIP Position: Q1 2022 in Review

Cardinal Point Wealth Management Partners sold out of iShares TIPS Bond ETF (TIP) in Q1 2022, closing a stake of 1,600 shares — an estimated $207K sold.

Cardinal Point Wealth Management Partners first reported a position in TIP in Q4 2021 and held it in 1 quarter. The position peaked at $207K in Q4 2021. 1,341 funds tracked by Wall St. Rank hold TIP as of Q1 2022.

  • Cardinal Point Wealth Management Partners reported no remaining iShares TIPS Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Cardinal Point Wealth Management Partners sold 1,600 iShares TIPS Bond ETF shares in Q1 2022, an estimated $207K.
  • Cardinal Point Wealth Management Partners first reported a position in iShares TIPS Bond ETF in Q4 2021 and held it in 1 quarter.
  • Cardinal Point Wealth Management Partners's iShares TIPS Bond ETF position peaked at $207K in Q4 2021.
  • 1,341 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2022.

Based on Cardinal Point Wealth Management Partners's 13F filing for Q1 2022, filed 2 May 2022.