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Coordinated Financial Services’s iShares TIPS Bond ETF TIP Stock Holding History

Coordinated Financial Services’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 		$400K Sell
3,742
-260
-6% -$27.6K 0.34% 83
2024
Q1 		$430K Buy
+4,002
New +$428K 0.38% 76

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 $374B AUM 17.66% 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 $49B AUM 17.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Coordinated Financial Services's TIP Position: Q2 2024 in Review

Coordinated Financial Services reduced its iShares TIPS Bond ETF (TIP) stake by 6.5% in Q2 2024, selling an estimated $27.6K and leaving 3,742 shares worth $400K. The position accounts for 0.34% of the portfolio, ranked #83.

Coordinated Financial Services first reported a position in TIP in Q1 2024 and has held it in 2 quarters since. The position peaked at $430K in Q1 2024. 1,023 funds tracked by Wall St. Rank hold TIP as of Q2 2024.

  • Coordinated Financial Services held 3,742 shares of iShares TIPS Bond ETF worth $400K as of Q2 2024.
  • Coordinated Financial Services sold 260 iShares TIPS Bond ETF shares in Q2 2024, an estimated $27.6K.
  • iShares TIPS Bond ETF made up 0.34% of Coordinated Financial Services's portfolio in Q2 2024, its #83 holding.
  • Coordinated Financial Services first reported a position in iShares TIPS Bond ETF in Q1 2024 and has held it in 2 quarters since.
  • Coordinated Financial Services's iShares TIPS Bond ETF position peaked at $430K in Q1 2024.
  • 1,023 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2024.

Based on Coordinated Financial Services's 13F filing for Q2 2024, filed 22 Jul 2024.