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Elk River Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History

Elk River Wealth Management’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
2022
Q1 		– Sell
-1,929
Closed -$249K – 138
2021
Q4 		$249K Buy
+1,929
New +$249K 0.06% 112

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Elk River Wealth Management's TIP Position: Q1 2022 in Review

Elk River Wealth Management sold out of iShares TIPS Bond ETF (TIP) in Q1 2022, closing a stake of 1,929 shares — an estimated $249K sold.

Elk River Wealth Management first reported a position in TIP in Q4 2021 and held it in 1 quarter. The position peaked at $249K in Q4 2021. 1,341 funds tracked by Wall St. Rank hold TIP as of Q1 2022.

  • Elk River Wealth Management reported no remaining iShares TIPS Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Elk River Wealth Management sold 1,929 iShares TIPS Bond ETF shares in Q1 2022, an estimated $249K.
  • Elk River Wealth Management first reported a position in iShares TIPS Bond ETF in Q4 2021 and held it in 1 quarter.
  • Elk River Wealth Management's iShares TIPS Bond ETF position peaked at $249K in Q4 2021.
  • 1,341 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2022.

Based on Elk River Wealth Management's 13F filing for Q1 2022, filed 18 Apr 2022.