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Cooper/Haims Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Cooper/Haims 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
2023
Q1 		– Sell
-2,338
Closed -$249K – 75
2022
Q4 		$249K Hold
2,338
– – 0.18% 60
2022
Q3 		$245K Hold
2,338
– – 0.2% 52
2022
Q2 		$266K Sell
2,338
-1,000
-30% -$119K 0.17% 59
2022
Q1 		$416K Buy
+3,338
New +$420K 0.27% 41

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cooper/Haims Advisors's TIP Position: Q1 2023 in Review

Cooper/Haims Advisors sold out of iShares TIPS Bond ETF (TIP) in Q1 2023, closing a stake of 2,338 shares — an estimated $249K sold.

Cooper/Haims Advisors first reported a position in TIP in Q1 2022 and held it in 4 quarters. The position peaked at $416K in Q1 2022. 1,113 funds tracked by Wall St. Rank hold TIP as of Q1 2023.

  • Cooper/Haims Advisors reported no remaining iShares TIPS Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Cooper/Haims Advisors sold 2,338 iShares TIPS Bond ETF shares in Q1 2023, an estimated $249K.
  • Cooper/Haims Advisors first reported a position in iShares TIPS Bond ETF in Q1 2022 and held it in 4 quarters.
  • Cooper/Haims Advisors's iShares TIPS Bond ETF position peaked at $416K in Q1 2022.
  • 1,113 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2023.

Based on Cooper/Haims Advisors's 13F filing for Q1 2023, filed 12 May 2023.