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DB Wealth Management Group’s iShares TIPS Bond ETF TIP Stock Holding History

DB Wealth Management 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
2023
Q4 		– Sell
-73
Closed -$7.57K – 383
2023
Q3 		$7.57K Hold
73
– – ﹤0.01% 292
2023
Q2 		$7.86K Hold
73
– – ﹤0.01% 291
2023
Q1 		$8.05K Hold
73
– – 0.01% 289
2022
Q4 		$7.77K Buy
+73
New +$7.79K 0.01% 287
2022
Q1 		– Sell
-73
Closed -$9K – 386
2021
Q4 		$9K Hold
73
– – 0.01% 284
2021
Q3 		$9K Hold
73
– – 0.01% 276
2021
Q2 		$9K Hold
73
– – 0.01% 279
2021
Q1 		$9K Hold
73
– – 0.01% 286
2020
Q4 		$9K Buy
+73
New +$9.21K 0.01% 279

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
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
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

DB Wealth Management Group's TIP Position: Q4 2023 in Review

DB Wealth Management Group sold out of iShares TIPS Bond ETF (TIP) in Q4 2023, closing a stake of 73 shares — an estimated $7.57K sold.

DB Wealth Management Group first reported a position in TIP in Q4 2020 and held it in 9 quarters. The position peaked at $9K in Q4 2021. 1,100 funds tracked by Wall St. Rank hold TIP as of Q4 2023.

  • DB Wealth Management Group reported no remaining iShares TIPS Bond ETF position as of Q4 2023 after selling out during the quarter.
  • DB Wealth Management Group sold 73 iShares TIPS Bond ETF shares in Q4 2023, an estimated $7.57K.
  • DB Wealth Management Group first reported a position in iShares TIPS Bond ETF in Q4 2020 and held it in 9 quarters.
  • DB Wealth Management Group's iShares TIPS Bond ETF position peaked at $9K in Q4 2021.
  • 1,100 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.