CPWM
TIP icon

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

Cardinal Point 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
2021
Q3 		$204K Hold
1,600
– – 0.1% 40
2021
Q2 		$205K Hold
1,600
– – 0.09% 39
2021
Q1 		$201K Buy
+1,600
New +$203K 0.1% 37

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Cardinal Point Wealth Management's TIP Position: Q3 2021 in Review

Cardinal Point Wealth Management held its iShares TIPS Bond ETF (TIP) position steady in Q3 2021 at 1,600 shares worth $204K. The position accounts for 0.1% of the portfolio, ranked #40.

Cardinal Point Wealth Management first reported a position in TIP in Q1 2021 and has held it in 3 quarters since. The position peaked at $205K in Q2 2021. 1,187 funds tracked by Wall St. Rank hold TIP as of Q3 2021.

  • Cardinal Point Wealth Management held 1,600 shares of iShares TIPS Bond ETF worth $204K as of Q3 2021.
  • Cardinal Point Wealth Management left its iShares TIPS Bond ETF share count unchanged in Q3 2021.
  • iShares TIPS Bond ETF made up 0.1% of Cardinal Point Wealth Management's portfolio in Q3 2021, its #40 holding.
  • Cardinal Point Wealth Management first reported a position in iShares TIPS Bond ETF in Q1 2021 and has held it in 3 quarters since.
  • Cardinal Point Wealth Management's iShares TIPS Bond ETF position peaked at $205K in Q2 2021.
  • 1,187 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2021.

Based on Cardinal Point Wealth Management's 13F filing for Q3 2021, filed 5 Nov 2021.