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Cooper Financial Group’s iShares TIPS Bond ETF TIP Stock Holding History

Cooper Financial 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
2024
Q1 		– Sell
-2,564
Closed -$276K – 372
2023
Q4 		$276K Sell
2,564
-973
-28% -$102K 0.05% 283
2023
Q3 		$367K Buy
+3,537
New +$374K 0.09% 237
2023
Q1 		– Sell
-9,109
Closed -$970K – 323
2022
Q4 		$970K Sell
9,109
-792
-8% -$84.6K 0.3% 85
2022
Q3 		$1.04M Sell
9,901
-2,747
-22% -$311K 0.37% 69
2022
Q2 		$1.44M Buy
12,648
+6,724
+114% +$797K 0.52% 51
2022
Q1 		$738K Sell
5,924
-916
-13% -$115K 0.28% 82
2021
Q4 		$884K Buy
6,840
+1,461
+27% +$188K 0.33% 78
2021
Q3 		$687K Buy
+5,379
New +$694K 0.14% 103

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cooper Financial Group's TIP Position: Q1 2024 in Review

Cooper Financial Group sold out of iShares TIPS Bond ETF (TIP) in Q1 2024, closing a stake of 2,564 shares — an estimated $276K sold.

Cooper Financial Group first reported a position in TIP in Q3 2021 and held it in 8 quarters. The position peaked at $1.44M in Q2 2022. 1,045 funds tracked by Wall St. Rank hold TIP as of Q1 2024.

  • Cooper Financial Group reported no remaining iShares TIPS Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Cooper Financial Group sold 2,564 iShares TIPS Bond ETF shares in Q1 2024, an estimated $276K.
  • Cooper Financial Group first reported a position in iShares TIPS Bond ETF in Q3 2021 and held it in 8 quarters.
  • Cooper Financial Group's iShares TIPS Bond ETF position peaked at $1.44M in Q2 2022.
  • 1,045 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2024.

Based on Cooper Financial Group's 13F filing for Q1 2024, filed 11 Apr 2024.