EisnerAmper Wealth Management Corporate Benefits’s iShares TIPS Bond ETF TIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.78M | Buy |
16,538
+14,069
| +570% | +$1.47M | 0.65% | 36 |
|
|
2023
Q3 | $256K | Sell |
2,469
-57
| -2% | -$6.03K | 0.11% | 54 |
|
|
2023
Q2 | $272K | Sell |
2,526
-1,119
| -31% | -$122K | 0.13% | 51 |
|
|
2023
Q1 | $402K | Sell |
3,645
-471
| -11% | -$51K | 0.19% | 41 |
|
|
2022
Q4 | $438K | Sell |
4,116
-49
| -1% | -$5.23K | 0.22% | 41 |
|
|
2022
Q3 | $437K | Sell |
4,165
-39
| -0.9% | -$4.42K | 0.25% | 32 |
|
|
2022
Q2 | $479K | Sell |
4,204
-5
| -0.1% | -$593 | 0.25% | 33 |
|
|
2022
Q1 | $524K | Buy |
4,209
+4
| +0.1% | +$503 | 0.25% | 36 |
|
|
2021
Q4 | $543K | Buy |
4,205
+50
| +1% | +$6.45K | 0.25% | 34 |
|
|
2021
Q3 | $531K | Buy |
4,155
+248
| +6% | +$32K | 0.27% | 37 |
|
|
2021
Q2 | $500K | Buy |
3,907
+29
| +0.7% | +$3.68K | 0.25% | 36 |
|
|
2021
Q1 | $487K | Buy |
3,878
+41
| +1% | +$5.19K | 0.26% | 36 |
|
|
2020
Q4 | $490K | Buy |
3,837
+37
| +1% | +$4.67K | 0.28% | 31 |
|
|
2020
Q3 | $481K | Sell |
3,800
-17
| -0.4% | -$2.14K | 0.32% | 32 |
|
|
2020
Q2 | $469K | Buy |
3,817
+431
| +13% | +$52.4K | 0.32% | 32 |
|
|
2020
Q1 | $399K | Sell |
3,386
-9,378
| -73% | -$1.1M | 0.27% | 28 |
|
|
2019
Q4 | $1.49M | Buy |
12,764
+1,361
| +12% | +$158K | 1.02% | 21 |
|
|
2019
Q3 | $1.33M | Buy |
11,403
+1,158
| +11% | +$134K | 0.96% | 22 |
|
|
2019
Q2 | $1.18M | Sell |
10,245
-728
| -7% | -$82.8K | 0.88% | 22 |
|
|
2019
Q1 | $1.24M | Buy |
10,973
+545
| +5% | +$60.5K | 0.93% | 22 |
|
|
2018
Q4 | $1.14M | Buy |
10,428
+5,545
| +114% | +$605K | 0.99% | 21 |
|
|
2018
Q3 | $540K | Buy |
+4,883
| New | +$545K | 0.42% | 28 |
|
|
2018
Q2 | – | Sell |
-9,606
| Closed | -$1.09M | – | 38 |
|
|
2018
Q1 | $1.09M | Sell |
9,606
-15,761
| -62% | -$1.77M | 0.91% | 22 |
|
|
2017
Q4 | $2.89M | Buy |
25,367
+1,421
| +6% | +$162K | 2.35% | 14 |
|
|
2017
Q3 | $2.72M | Sell |
23,946
-777
| -3% | -$88.5K | 2.34% | 13 |
|
|
2017
Q2 | $2.8M | Sell |
24,723
-464
| -2% | -$53K | 2.41% | 13 |
|
|
2017
Q1 | $2.89M | Sell |
25,187
-1,565
| -6% | -$178K | 2.5% | 13 |
|
|
2016
Q4 | $3.03M | Sell |
26,752
-205
| -0.8% | -$23.4K | 2.6% | 13 |
|
|
2016
Q3 | $3.14M | Buy |
26,957
+315
| +1% | +$36.6K | 2.69% | 13 |
|
|
2016
Q2 | $3.11M | Sell |
26,642
-274
| -1% | -$31.5K | 2.84% | 13 |
|
|
2016
Q1 | $3.09M | Buy |
26,916
+669
| +3% | +$74.7K | 2.91% | 13 |
|
|
2015
Q4 | $2.88M | Sell |
26,247
-981
| -4% | -$108K | 2.83% | 13 |
|
|
2015
Q3 | $3.01M | Sell |
27,228
-1,365
| -5% | -$152K | 2.12% | 12 |
|
|
2015
Q2 | $3.2M | Sell |
28,593
-802
| -3% | -$90.7K | 2.46% | 11 |
|
|
2015
Q1 | $3.34M | Sell |
29,395
-163
| -0.6% | -$18.5K | 2.53% | 8 |
|
|
2014
Q4 | $3.31M | Buy |
+29,558
| New | +$3.34M | 2.63% | 8 |
|
Other funds holding TIP
MMI
EisnerAmper Wealth Management Corporate Benefits's TIP Position: Q4 2023 in Review
EisnerAmper Wealth Management Corporate Benefits increased its iShares TIPS Bond ETF (TIP) stake by 570% in Q4 2023, buying an estimated $1.47M and bringing the position to 16,538 shares worth $1.78M. The position accounts for 0.65% of the portfolio, ranked #36.
EisnerAmper Wealth Management Corporate Benefits first reported a position in TIP in Q4 2014 and has held it in 36 quarters since. The position peaked at $3.34M in Q1 2015. 1,100 funds tracked by Wall St. Rank hold TIP as of Q4 2023.
- EisnerAmper Wealth Management Corporate Benefits held 16,538 shares of iShares TIPS Bond ETF worth $1.78M as of Q4 2023.
- EisnerAmper Wealth Management Corporate Benefits bought 14,069 iShares TIPS Bond ETF shares in Q4 2023, an estimated $1.47M.
- iShares TIPS Bond ETF made up 0.65% of EisnerAmper Wealth Management Corporate Benefits's portfolio in Q4 2023, its #36 holding.
- EisnerAmper Wealth Management Corporate Benefits first reported a position in iShares TIPS Bond ETF in Q4 2014 and has held it in 36 quarters since.
- EisnerAmper Wealth Management Corporate Benefits's iShares TIPS Bond ETF position peaked at $3.34M in Q1 2015.
- 1,100 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2023.
Based on EisnerAmper Wealth Management Corporate Benefits's 13F filing for Q4 2023, filed 3 Jan 2024.