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CLA (CliftonLarsonAllen) Wealth Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’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
Q1 		– Sell
-11,631
Closed -$1.25M – 190
2023
Q4 		$1.25M Sell
11,631
-2,450
-17% -$256K 0.03% 123
2023
Q3 		$1.46M Sell
14,081
-7,608
-35% -$805K 0.04% 111
2023
Q2 		$2.33M Sell
21,689
-3,114
-13% -$339K 0.07% 89
2023
Q1 		$2.73M Sell
24,803
-385,025
-94% -$41.7M 0.08% 83
2022
Q4 		$43.6M Buy
+409,828
New +$43.8M 1.62% 17
2022
Q3 		– Sell
-371,070
Closed -$42.3M – 163
2022
Q2 		$42.3M Buy
371,070
+6,116
+2% +$725K 1.76% 18
2022
Q1 		$45.5M Buy
364,954
+14
+0% +$1.76K 1.62% 19
2021
Q4 		$47.1M Buy
364,940
+14,177
+4% +$1.83M 1.72% 19
2021
Q3 		$44.8M Buy
350,763
+30,261
+9% +$3.9M 1.75% 20
2021
Q2 		$41M Buy
320,502
+44,784
+16% +$5.69M 1.68% 19
2021
Q1 		$34.6M Buy
+275,718
New +$34.9M 1.64% 20
2019
Q1 		– Sell
-11,265
Closed -$1.23M – 141
2018
Q4 		$1.23M Sell
11,265
-20
-0.2% -$2.18K 0.12% 92
2018
Q3 		$1.25M Buy
11,285
+171
+2% +$19.1K 0.12% 78
2018
Q2 		$1.25M Buy
11,114
+966
+10% +$108K 0.12% 79
2018
Q1 		$1.15M Sell
10,148
-1,081
-10% -$122K 0.11% 84
2017
Q4 		$1.28M Sell
11,229
-5,924
-35% -$674K 0.13% 73
2017
Q3 		$1.95M Buy
17,153
+1,086
+7% +$124K 0.21% 60
2017
Q2 		$1.82M Buy
16,067
+2,924
+22% +$334K 0.2% 63
2017
Q1 		$1.51M Buy
13,143
+1,266
+11% +$144K 0.17% 73
2016
Q4 		$1.34M Buy
11,877
+1,535
+15% +$175K 0.15% 77
2016
Q3 		$1.21M Buy
+10,342
New +$1.2M 0.15% 80
2015
Q3 		– Sell
-1,905
Closed -$213K – 153
2015
Q2 		$213K Buy
+1,905
New +$215K 0.04% 153

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
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 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

CLA (CliftonLarsonAllen) Wealth Advisors's TIP Position: Q1 2024 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of iShares TIPS Bond ETF (TIP) in Q1 2024, closing a stake of 11,631 shares — an estimated $1.25M sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in TIP in Q2 2015 and held it in 22 quarters. The position peaked at $47.1M in Q4 2021. 1,045 funds tracked by Wall St. Rank hold TIP as of Q1 2024.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining iShares TIPS Bond ETF position as of Q1 2024 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 11,631 iShares TIPS Bond ETF shares in Q1 2024, an estimated $1.25M.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in iShares TIPS Bond ETF in Q2 2015 and held it in 22 quarters.
  • CLA (CliftonLarsonAllen) Wealth Advisors's iShares TIPS Bond ETF position peaked at $47.1M in Q4 2021.
  • 1,045 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2024.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q1 2024, filed 2 May 2024.