Clear Perspectives Financial Planning’s iShares TIPS Bond ETF TIP Stock Holding History

Clear Perspectives Financial Planning’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
2023 Q1	–	Sell	-9	Closed	-$958	–	234
2022 Q4	$958	Buy	+9	New	+$961	﹤0.01%	195
2022 Q3	–	Sell	-470	Closed	-$54K	–	235
2022 Q2	$54K	Sell	470 -14,202	-97%	-$1.68M	0.02%	83
2022 Q1	$1.83M	Sell	14,672 -5,766	-28%	-$725K	0.69%	28
2021 Q4	$2.64M	Buy	20,438 +1,913	+10%	+$247K	1.07%	24
2021 Q3	$2.37M	Sell	18,525 -612	-3%	-$78.9K	1.07%	24
2021 Q2	$2.45M	Sell	19,137 -1,475	-7%	-$187K	1.18%	23
2021 Q1	$2.59M	Sell	20,612 -1,441	-7%	-$182K	1.5%	19
2020 Q4	$2.81M	Buy	+22,053	New	+$2.78M	1.78%	17

Other funds holding TIP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Clear Perspectives Financial Planning's TIP Position: Q1 2023 in Review

Clear Perspectives Financial Planning sold out of iShares TIPS Bond ETF (TIP) in Q1 2023, closing a stake of 9 shares — an estimated $958 sold.

Clear Perspectives Financial Planning first reported a position in TIP in Q4 2020 and held it in 8 quarters. The position peaked at $2.81M in Q4 2020. 1,112 funds tracked by Wall St. Rank hold TIP as of Q1 2023.

Clear Perspectives Financial Planning reported no remaining iShares TIPS Bond ETF position as of Q1 2023 after selling out during the quarter.
Clear Perspectives Financial Planning sold 9 iShares TIPS Bond ETF shares in Q1 2023, an estimated $958.
Clear Perspectives Financial Planning first reported a position in iShares TIPS Bond ETF in Q4 2020 and held it in 8 quarters.
Clear Perspectives Financial Planning's iShares TIPS Bond ETF position peaked at $2.81M in Q4 2020.
1,112 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.