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

Clearview 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
Q2 		– Sell
-4,058
Closed -$436K – 117
2024
Q1 		$436K Buy
4,058
+1,945
+92% +$208K 0.44% 53
2023
Q4 		$227K Buy
+2,113
New +$221K 0.26% 105
2023
Q1 		– Sell
-90
Closed -$9.58K – 707
2022
Q4 		$9.58K Sell
90
-70
-44% -$7.47K 0.01% 334
2022
Q3 		$17K Sell
160
-210
-57% -$23.8K 0.01% 280
2022
Q2 		$42K Sell
370
-225
-38% -$26.7K 0.03% 202
2022
Q1 		$74K Sell
595
-5,341
-90% -$672K 0.05% 167
2021
Q4 		$767K Buy
5,936
+3,504
+144% +$452K 0.47% 49
2021
Q3 		$311K Buy
2,432
+1,652
+212% +$213K 0.2% 97
2021
Q2 		$100K Buy
780
+110
+16% +$14K 0.06% 164
2021
Q1 		$84K Sell
670
-12,400
-95% -$1.57M 0.05% 178
2020
Q4 		$1.67M Buy
+13,070
New +$1.65M 1.12% 21

Other funds holding TIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Clearview Wealth Advisors's TIP Position: Q2 2024 in Review

Clearview Wealth Advisors sold out of iShares TIPS Bond ETF (TIP) in Q2 2024, closing a stake of 4,058 shares — an estimated $436K sold.

Clearview Wealth Advisors first reported a position in TIP in Q4 2020 and held it in 11 quarters. The position peaked at $1.67M in Q4 2020. 1,025 funds tracked by Wall St. Rank hold TIP as of Q2 2024.

  • Clearview Wealth Advisors reported no remaining iShares TIPS Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Clearview Wealth Advisors sold 4,058 iShares TIPS Bond ETF shares in Q2 2024, an estimated $436K.
  • Clearview Wealth Advisors first reported a position in iShares TIPS Bond ETF in Q4 2020 and held it in 11 quarters.
  • Clearview Wealth Advisors's iShares TIPS Bond ETF position peaked at $1.67M in Q4 2020.
  • 1,025 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2024.

Based on Clearview Wealth Advisors's 13F filing for Q2 2024, filed 1 Aug 2024.