Eagle Strategies’s iShares TIPS Bond ETF TIP Stock Holding History

Eagle Strategies’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	–	Sell	-8,287	Closed	-$890K	–	321
2024 Q1	$890K	Buy	+8,287	New	+$885K	0.2%	119

Other funds holding TIP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

Eagle Strategies's TIP Position: Q2 2024 in Review

Eagle Strategies sold out of iShares TIPS Bond ETF (TIP) in Q2 2024, closing a stake of 8,287 shares — an estimated $890K sold.

Eagle Strategies first reported a position in TIP in Q1 2024 and held it in 1 quarter. The position peaked at $890K in Q1 2024. 1,023 funds tracked by Wall St. Rank hold TIP as of Q2 2024.

Eagle Strategies reported no remaining iShares TIPS Bond ETF position as of Q2 2024 after selling out during the quarter.
Eagle Strategies sold 8,287 iShares TIPS Bond ETF shares in Q2 2024, an estimated $890K.
Eagle Strategies first reported a position in iShares TIPS Bond ETF in Q1 2024 and held it in 1 quarter.
Eagle Strategies's iShares TIPS Bond ETF position peaked at $890K in Q1 2024.
1,023 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2024.

Based on Eagle Strategies's 13F filing for Q2 2024, filed 8 Aug 2024.