Elevated Capital Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Elevated Capital 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
2023 Q3	–	Sell	-1,968	Closed	-$212K	–	182
2023 Q2	$212K	Hold	1,968	–	–	0.07%	175
2023 Q1	$217K	Hold	1,968	–	–	0.08%	166
2022 Q4	$209K	Hold	1,968	–	–	0.08%	154
2022 Q3	$206K	Buy	+1,968	New	+$223K	0.08%	147
2022 Q1	$338K	Buy	+2,713	New	+$341K	0.11%	148
2021 Q3	$346K	Buy	+2,713	New	+$350K	0.12%	145
2021 Q1	–	Sell	-4,492	Closed	-$573K	–	173
2020 Q4	$573K	Buy	4,492 +278	+7%	+$35.1K	0.25%	118
2020 Q3	$526K	Buy	4,214 +69	+2%	+$8.67K	0.25%	116
2020 Q2	$527K	Buy	+4,145	New	+$504K	0.25%	121

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Elevated Capital Advisors's TIP Position: Q3 2023 in Review

Elevated Capital Advisors sold out of iShares TIPS Bond ETF (TIP) in Q3 2023, closing a stake of 1,968 shares — an estimated $212K sold.

Elevated Capital Advisors first reported a position in TIP in Q2 2020 and held it in 9 quarters. The position peaked at $573K in Q4 2020. 1,100 funds tracked by Wall St. Rank hold TIP as of Q3 2023.

Elevated Capital Advisors reported no remaining iShares TIPS Bond ETF position as of Q3 2023 after selling out during the quarter.
Elevated Capital Advisors sold 1,968 iShares TIPS Bond ETF shares in Q3 2023, an estimated $212K.
Elevated Capital Advisors first reported a position in iShares TIPS Bond ETF in Q2 2020 and held it in 9 quarters.
Elevated Capital Advisors's iShares TIPS Bond ETF position peaked at $573K in Q4 2020.
1,100 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2023.

Based on Elevated Capital Advisors's 13F filing for Q3 2023, filed 17 Oct 2023.