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Clarus Wealth Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Clarus 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
2022
Q4 		– Sell
-12,571
Closed -$1.32M – 126
2022
Q3 		$1.32M Sell
12,571
-326
-3% -$36.9K 0.94% 26
2022
Q2 		$1.47M Sell
12,897
-360
-3% -$42.7K 1.03% 26
2022
Q1 		$1.61M Sell
13,257
-12,428
-48% -$1.56M 1% 27
2021
Q4 		$3.25M Sell
25,685
-347
-1% -$44.7K 1.87% 18
2021
Q3 		$3.33M Buy
26,032
+8,664
+50% +$1.12M 2.05% 15
2021
Q2 		$2.23M Buy
17,368
+2,756
+19% +$350K 1.4% 19
2021
Q1 		$1.83M Buy
14,612
+1,572
+12% +$199K 1.15% 23
2020
Q4 		$1.65M Buy
13,040
+10,690
+455% +$1.35M 1.1% 24
2020
Q3 		$295K Hold
2,350
– – 0.23% 95
2020
Q2 		$291K Hold
2,350
– – 0.25% 86
2020
Q1 		$285K Sell
2,350
-115
-5% -$13.5K 0.28% 91
2019
Q4 		$288K Hold
2,465
– – 0.19% 109
2019
Q3 		$287K Hold
2,465
– – 0.21% 100
2019
Q2 		$285K Buy
2,465
+875
+55% +$99.5K 0.21% 81
2019
Q1 		$180K Hold
1,590
– – 0.13% 114
2018
Q4 		$174K Sell
1,590
-150
-9% -$16.4K 0.27% 95
2018
Q3 		$192K Hold
1,740
– – 0.13% 133
2018
Q2 		$197K Buy
+1,740
New +$195K 0.15% 116
2018
Q1 		– Sell
-1,942
Closed -$222K – 147
2017
Q4 		$222K Buy
+1,942
New +$221K 0.21% 86

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Clarus Wealth Advisors's TIP Position: Q4 2022 in Review

Clarus Wealth Advisors sold out of iShares TIPS Bond ETF (TIP) in Q4 2022, closing a stake of 12,571 shares — an estimated $1.32M sold.

Clarus Wealth Advisors first reported a position in TIP in Q4 2017 and held it in 19 quarters. The position peaked at $3.33M in Q3 2021. 1,220 funds tracked by Wall St. Rank hold TIP as of Q4 2022.

  • Clarus Wealth Advisors reported no remaining iShares TIPS Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Clarus Wealth Advisors sold 12,571 iShares TIPS Bond ETF shares in Q4 2022, an estimated $1.32M.
  • Clarus Wealth Advisors first reported a position in iShares TIPS Bond ETF in Q4 2017 and held it in 19 quarters.
  • Clarus Wealth Advisors's iShares TIPS Bond ETF position peaked at $3.33M in Q3 2021.
  • 1,220 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2022.

Based on Clarus Wealth Advisors's 13F filing for Q4 2022, filed 12 Jan 2023.