Cardinal Strategic Wealth Guidance’s iShares TIPS Bond ETF TIP Stock Holding History

Cardinal Strategic Wealth Guidance’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	-44	Closed	-$4.7K	–	79
2024 Q2	$4.7K	Buy	+44	New	+$4.68K	﹤0.01%	75
2023 Q2	–	Sell	-26	Closed	-$2.87K	–	85
2023 Q1	$2.87K	Sell	26 -1,228	-98%	-$133K	﹤0.01%	79
2022 Q4	$133K	Sell	1,254 -5,035	-80%	-$538K	0.06%	68
2022 Q3	$660K	Sell	6,289 -1,758	-22%	-$199K	0.35%	32
2022 Q2	$917K	Buy	8,047 +2,351	+41%	+$279K	0.47%	27
2022 Q1	$710K	Sell	5,696 -4,916	-46%	-$618K	0.33%	40
2021 Q4	$1.37M	Buy	10,612 +288	+3%	+$37.1K	0.64%	23
2021 Q3	$1.32M	Buy	+10,324	New	+$1.33M	0.69%	21

Other funds holding TIP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

Cardinal Strategic Wealth Guidance's TIP Position: Q3 2024 in Review

Cardinal Strategic Wealth Guidance sold out of iShares TIPS Bond ETF (TIP) in Q3 2024, closing a stake of 44 shares — an estimated $4.7K sold.

Cardinal Strategic Wealth Guidance first reported a position in TIP in Q3 2021 and held it in 8 quarters. The position peaked at $1.37M in Q4 2021. 959 funds tracked by Wall St. Rank hold TIP as of Q3 2024.

Cardinal Strategic Wealth Guidance reported no remaining iShares TIPS Bond ETF position as of Q3 2024 after selling out during the quarter.
Cardinal Strategic Wealth Guidance sold 44 iShares TIPS Bond ETF shares in Q3 2024, an estimated $4.7K.
Cardinal Strategic Wealth Guidance first reported a position in iShares TIPS Bond ETF in Q3 2021 and held it in 8 quarters.
Cardinal Strategic Wealth Guidance's iShares TIPS Bond ETF position peaked at $1.37M in Q4 2021.
959 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2024.

Based on Cardinal Strategic Wealth Guidance's 13F filing for Q3 2024, filed 29 Oct 2024.