CWM
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Certus Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History

Certus 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
2024
Q3 		– Sell
-8,007
Closed -$855K – 53
2024
Q2 		$855K Buy
+8,007
New +$851K 0.65% 31
2024
Q1 		– Sell
-3,685
Closed -$396K – 55
2023
Q4 		$396K Sell
3,685
-5,201
-59% -$544K 0.34% 47
2023
Q3 		$922K Sell
8,886
-622
-7% -$65.8K 0.88% 27
2023
Q2 		$1.02M Buy
+9,508
New +$1.04M 1.02% 27

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

Certus Wealth Management's TIP Position: Q3 2024 in Review

Certus Wealth Management sold out of iShares TIPS Bond ETF (TIP) in Q3 2024, closing a stake of 8,007 shares — an estimated $855K sold.

Certus Wealth Management first reported a position in TIP in Q2 2023 and held it in 4 quarters. The position peaked at $1.02M in Q2 2023. 962 funds tracked by Wall St. Rank hold TIP as of Q3 2024.

  • Certus Wealth Management reported no remaining iShares TIPS Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Certus Wealth Management sold 8,007 iShares TIPS Bond ETF shares in Q3 2024, an estimated $855K.
  • Certus Wealth Management first reported a position in iShares TIPS Bond ETF in Q2 2023 and held it in 4 quarters.
  • Certus Wealth Management's iShares TIPS Bond ETF position peaked at $1.02M in Q2 2023.
  • 962 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2024.

Based on Certus Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.