ECA
TIP icon

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return