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Chelsea Counsel Company’s iShares TIPS Bond ETF TIP Stock Holding History

Chelsea Counsel Company’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
-48
Closed -$5.16K – 205
2024
Q1 		$5.16K Buy
+48
New +$5.13K ﹤0.01% 170

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Envestnet Asset Management
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Chelsea Counsel Company's TIP Position: Q2 2024 in Review

Chelsea Counsel Company sold out of iShares TIPS Bond ETF (TIP) in Q2 2024, closing a stake of 48 shares — an estimated $5.16K sold.

Chelsea Counsel Company first reported a position in TIP in Q1 2024 and held it in 1 quarter. The position peaked at $5.16K in Q1 2024. 1,023 funds tracked by Wall St. Rank hold TIP as of Q2 2024.

  • Chelsea Counsel Company reported no remaining iShares TIPS Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Chelsea Counsel Company sold 48 iShares TIPS Bond ETF shares in Q2 2024, an estimated $5.16K.
  • Chelsea Counsel Company first reported a position in iShares TIPS Bond ETF in Q1 2024 and held it in 1 quarter.
  • Chelsea Counsel Company's iShares TIPS Bond ETF position peaked at $5.16K in Q1 2024.
  • 1,023 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2024.

Based on Chelsea Counsel Company's 13F filing for Q2 2024, filed 21 Nov 2024.