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Cypress Wealth Services’s iShares TIPS Bond ETF TIP Stock Holding History

Cypress Wealth 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
Q3 		– Sell
-2,600
Closed -$278K – 298
2024
Q2 		$278K Sell
2,600
-610
-19% -$64.9K 0.06% 202
2024
Q1 		$345K Sell
3,210
-49
-2% -$5.24K 0.08% 178
2023
Q4 		$350K Sell
3,259
-4,416
-58% -$462K 0.09% 173
2023
Q3 		$796K Buy
+7,675
New +$812K 0.22% 89
2023
Q2 		– Sell
-2,668
Closed -$294K – 265
2023
Q1 		$294K Sell
2,668
-5,106
-66% -$553K 0.09% 189
2022
Q4 		$827K Sell
7,774
-8,070
-51% -$862K 0.27% 78
2022
Q3 		$1.67M Sell
15,844
-9,443
-37% -$1.07M 0.57% 41
2022
Q2 		$2.88M Buy
25,287
+9,268
+58% +$1.1M 0.92% 24
2022
Q1 		$2M Sell
16,019
-6,995
-30% -$880K 0.54% 46
2021
Q4 		$2.97M Buy
23,014
+11,315
+97% +$1.46M 0.81% 32
2021
Q3 		$1.49M Buy
11,699
+8,533
+270% +$1.1M 0.45% 52
2021
Q2 		$405K Buy
3,166
+1,423
+82% +$181K 0.11% 161
2021
Q1 		$219K Buy
+1,743
New +$221K 0.05% 268

Other funds holding TIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

Cypress Wealth Services's TIP Position: Q3 2024 in Review

Cypress Wealth Services sold out of iShares TIPS Bond ETF (TIP) in Q3 2024, closing a stake of 2,600 shares — an estimated $278K sold.

Cypress Wealth Services first reported a position in TIP in Q1 2021 and held it in 13 quarters. The position peaked at $2.97M in Q4 2021. 962 funds tracked by Wall St. Rank hold TIP as of Q3 2024.

  • Cypress Wealth Services reported no remaining iShares TIPS Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Cypress Wealth Services sold 2,600 iShares TIPS Bond ETF shares in Q3 2024, an estimated $278K.
  • Cypress Wealth Services first reported a position in iShares TIPS Bond ETF in Q1 2021 and held it in 13 quarters.
  • Cypress Wealth Services's iShares TIPS Bond ETF position peaked at $2.97M in Q4 2021.
  • 962 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2024.

Based on Cypress Wealth Services's 13F filing for Q3 2024, filed 9 Oct 2024.