EFG Capital International’s iShares TIPS Bond ETF TIP Stock Holding History

EFG Capital International’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 Q2	$897K	Buy	+8,334	New	+$908K	0.21%	98

Other funds holding TIP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

EFG Capital International's TIP Position: Q2 2023 in Review

EFG Capital International opened a new position in iShares TIPS Bond ETF (TIP) in Q2 2023: 8,334 shares worth $897K. The stake represents 0.21% of the portfolio and ranks #98 among its holdings.

1,075 funds tracked by Wall St. Rank hold TIP as of Q2 2023.

EFG Capital International held 8,334 shares of iShares TIPS Bond ETF worth $897K as of Q2 2023.
iShares TIPS Bond ETF was a new EFG Capital International position in Q2 2023.
iShares TIPS Bond ETF made up 0.21% of EFG Capital International's portfolio in Q2 2023, its #98 holding.
1,075 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2023.

Based on EFG Capital International's 13F filing for Q2 2023, filed 2 Aug 2023.