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Columbia Advisory Partners’s iShares TIPS Bond ETF TIP Stock Holding History

Columbia Advisory Partners’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
-2,028
Closed -$218K – 60
2024
Q1 		$218K Sell
2,028
-697
-26% -$74.5K 0.22% 46
2023
Q4 		$293K Sell
2,725
-2,330
-46% -$244K 0.3% 48
2023
Q3 		$524K Sell
5,055
-100
-2% -$10.6K 0.57% 28
2023
Q2 		$555K Sell
5,155
-7,106
-58% -$774K 0.59% 24
2023
Q1 		$1.35M Sell
12,261
-84,981
-87% -$9.2M 1.28% 17
2022
Q4 		$10.4M Sell
97,242
-11,928
-11% -$1.27M 9.86% 4
2022
Q3 		$11.5M Sell
109,170
-2,563
-2% -$290K 13.97% 3
2022
Q2 		$12.7M Buy
111,733
+23,998
+27% +$2.85M 14.57% 3
2022
Q1 		$10.9M Buy
87,735
+6,562
+8% +$825K 10.96% 4
2021
Q4 		$10.5M Buy
+81,173
New +$10.5M 10.46% 4

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $377B AUM 19.32% 1-Year Est. Return

Columbia Advisory Partners's TIP Position: Q2 2024 in Review

Columbia Advisory Partners sold out of iShares TIPS Bond ETF (TIP) in Q2 2024, closing a stake of 2,028 shares — an estimated $218K sold.

Columbia Advisory Partners first reported a position in TIP in Q4 2021 and held it in 10 quarters. The position peaked at $12.7M in Q2 2022. 1,024 funds tracked by Wall St. Rank hold TIP as of Q2 2024.

  • Columbia Advisory Partners reported no remaining iShares TIPS Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Columbia Advisory Partners sold 2,028 iShares TIPS Bond ETF shares in Q2 2024, an estimated $218K.
  • Columbia Advisory Partners first reported a position in iShares TIPS Bond ETF in Q4 2021 and held it in 10 quarters.
  • Columbia Advisory Partners's iShares TIPS Bond ETF position peaked at $12.7M in Q2 2022.
  • 1,024 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2024.

Based on Columbia Advisory Partners's 13F filing for Q2 2024, filed 12 Jul 2024.