CCP
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Carmel Capital Partners’s iShares TIPS Bond ETF TIP Stock Holding History

Carmel Capital 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
2023
Q4 		– Sell
-194
Closed -$20.1K – 639
2023
Q3 		$20.1K Sell
194
-399
-67% -$42.2K 0.01% 349
2023
Q2 		$63.8K Hold
593
– – 0.03% 192
2023
Q1 		$65.4K Buy
+593
New +$64.2K 0.04% 225

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Carmel Capital Partners's TIP Position: Q4 2023 in Review

Carmel Capital Partners sold out of iShares TIPS Bond ETF (TIP) in Q4 2023, closing a stake of 194 shares — an estimated $20.1K sold.

Carmel Capital Partners first reported a position in TIP in Q1 2023 and held it in 3 quarters. The position peaked at $65.4K in Q1 2023. 1,100 funds tracked by Wall St. Rank hold TIP as of Q4 2023.

  • Carmel Capital Partners reported no remaining iShares TIPS Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Carmel Capital Partners sold 194 iShares TIPS Bond ETF shares in Q4 2023, an estimated $20.1K.
  • Carmel Capital Partners first reported a position in iShares TIPS Bond ETF in Q1 2023 and held it in 3 quarters.
  • Carmel Capital Partners's iShares TIPS Bond ETF position peaked at $65.4K in Q1 2023.
  • 1,100 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.