Clear Creek Financial Management’s iShares TIPS Bond ETF TIP Stock Holding History

Clear Creek Financial 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 Q1	–	Sell	-2,518	Closed	-$270K	–	433
2023 Q4	$270K	Buy	+2,518	New	+$263K	0.04%	273
2023 Q1	–	Sell	-2,105	Closed	-$224K	–	328
2022 Q4	$224K	Sell	2,105 -302	-13%	-$32.3K	0.05%	253
2022 Q3	$252K	Sell	2,407 -4,048	-63%	-$458K	0.06%	218
2022 Q2	$735K	Buy	6,455 +587	+10%	+$69.6K	0.15%	122
2022 Q1	$728K	Buy	5,868 +1,305	+29%	+$164K	0.11%	150
2021 Q4	$585K	Buy	4,563 +651	+17%	+$83.9K	0.09%	172
2021 Q3	$491K	Buy	3,912 +419	+12%	+$54K	0.08%	187
2021 Q2	$439K	Buy	+3,493	New	+$444K	0.07%	192
2021 Q1	–	Sell	-2,697	Closed	-$336K	–	236
2020 Q4	$336K	Sell	2,697 -4,729	-64%	-$596K	0.06%	226
2020 Q3	$940K	Buy	+7,426	New	+$933K	0.04%	68

Other funds holding TIP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Clear Creek Financial Management's TIP Position: Q1 2024 in Review

Clear Creek Financial Management sold out of iShares TIPS Bond ETF (TIP) in Q1 2024, closing a stake of 2,518 shares — an estimated $270K sold.

Clear Creek Financial Management first reported a position in TIP in Q3 2020 and held it in 10 quarters. The position peaked at $940K in Q3 2020. 1,048 funds tracked by Wall St. Rank hold TIP as of Q1 2024.

Clear Creek Financial Management reported no remaining iShares TIPS Bond ETF position as of Q1 2024 after selling out during the quarter.
Clear Creek Financial Management sold 2,518 iShares TIPS Bond ETF shares in Q1 2024, an estimated $270K.
Clear Creek Financial Management first reported a position in iShares TIPS Bond ETF in Q3 2020 and held it in 10 quarters.
Clear Creek Financial Management's iShares TIPS Bond ETF position peaked at $940K in Q3 2020.
1,048 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2024.

Based on Clear Creek Financial Management's 13F filing for Q1 2024, filed 26 Apr 2024.