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Cedar Brook Financial Partners’s iShares TIPS Bond ETF TIP Stock Holding History

Cedar Brook Financial 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
2024
Q2 		– Sell
-11,541
Closed -$1.24M – 362
2024
Q1 		$1.24M Sell
11,541
-530
-4% -$56.6K 0.25% 99
2023
Q4 		$1.3M Sell
12,071
-671
-5% -$70.2K 0.29% 90
2023
Q3 		$1.32M Buy
12,742
+101
+0.8% +$10.7K 0.34% 76
2023
Q2 		$1.36M Buy
12,641
+515
+4% +$56.1K 0.32% 78
2023
Q1 		$1.34M Sell
12,126
-837
-6% -$90.6K 0.34% 76
2022
Q4 		$1.38M Buy
12,963
+10,327
+392% +$1.1M 0.39% 66
2022
Q3 		$276K Sell
2,636
-1,659
-39% -$188K 0.09% 253
2022
Q2 		$489K Sell
4,295
-29
-0.7% -$3.44K 0.15% 169
2022
Q1 		$539K Buy
4,324
+1,124
+35% +$141K 0.14% 168
2021
Q4 		$413K Buy
3,200
+414
+15% +$53.4K 0.11% 212
2021
Q3 		$356K Sell
2,786
-302
-10% -$38.9K 0.11% 217
2021
Q2 		$395K Sell
3,088
-3,289
-52% -$418K 0.11% 213
2021
Q1 		$800K Buy
6,377
+100
+2% +$12.7K 0.28% 90
2020
Q4 		$801K Buy
6,277
+1,424
+29% +$180K 0.28% 90
2020
Q3 		$614K Buy
4,853
+1,156
+31% +$145K 0.24% 119
2020
Q2 		$455K Buy
+3,697
New +$449K 0.2% 142

Other funds holding TIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cedar Brook Financial Partners's TIP Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of iShares TIPS Bond ETF (TIP) in Q2 2024, closing a stake of 11,541 shares — an estimated $1.24M sold.

Cedar Brook Financial Partners first reported a position in TIP in Q2 2020 and held it in 16 quarters. The position peaked at $1.38M in Q4 2022. 1,026 funds tracked by Wall St. Rank hold TIP as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining iShares TIPS Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 11,541 iShares TIPS Bond ETF shares in Q2 2024, an estimated $1.24M.
  • Cedar Brook Financial Partners first reported a position in iShares TIPS Bond ETF in Q2 2020 and held it in 16 quarters.
  • Cedar Brook Financial Partners's iShares TIPS Bond ETF position peaked at $1.38M in Q4 2022.
  • 1,026 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.