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Dixon Hughes Goodman Wealth Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Dixon Hughes Goodman Wealth 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
2022
Q1 		$21K Hold
165
– – 0.01% 427
2021
Q4 		$21K Buy
+165
New +$21.3K 0.01% 366

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's TIP Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors held its iShares TIPS Bond ETF (TIP) position steady in Q1 2022 at 165 shares worth $21K. The position accounts for 0.01% of the portfolio, ranked #427.

Dixon Hughes Goodman Wealth Advisors first reported a position in TIP in Q4 2021 and has held it in 2 quarters since. 1,341 funds tracked by Wall St. Rank hold TIP as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 165 shares of iShares TIPS Bond ETF worth $21K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors left its iShares TIPS Bond ETF share count unchanged in Q1 2022.
  • iShares TIPS Bond ETF made up 0.01% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #427 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in iShares TIPS Bond ETF in Q4 2021 and has held it in 2 quarters since.
  • 1,341 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.