Clifford Group’s iShares TIPS Bond ETF TIP Stock Holding History

Clifford Group’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	-3,464	Closed	-$369K	–	76
2022 Q4	$369K	Buy	+3,464	New	+$370K	0.46%	54

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

Clifford Group's TIP Position: Q1 2023 in Review

Clifford Group sold out of iShares TIPS Bond ETF (TIP) in Q1 2023, closing a stake of 3,464 shares — an estimated $369K sold.

Clifford Group first reported a position in TIP in Q4 2022 and held it in 1 quarter. The position peaked at $369K in Q4 2022. 1,112 funds tracked by Wall St. Rank hold TIP as of Q1 2023.

Clifford Group reported no remaining iShares TIPS Bond ETF position as of Q1 2023 after selling out during the quarter.
Clifford Group sold 3,464 iShares TIPS Bond ETF shares in Q1 2023, an estimated $369K.
Clifford Group first reported a position in iShares TIPS Bond ETF in Q4 2022 and held it in 1 quarter.
Clifford Group's iShares TIPS Bond ETF position peaked at $369K in Q4 2022.
1,112 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2023.

Based on Clifford Group's 13F filing for Q1 2023, filed 15 May 2023.