EW
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Emerson Wealth’s iShares TIPS Bond ETF TIP Stock Holding History

Emerson Wealth’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
Q2 		$306K Buy
20,011
+16
+0.1% +$1.9K 0.2% 18
2022
Q1 		$327K Buy
19,995
+2,127
+12% +$268K 0.18% 18
2021
Q4 		$301K Sell
17,868
-2,481
-12% -$320K 0.16% 20
2021
Q3 		$335K Buy
20,349
+858
+4% +$111K 0.19% 18
2021
Q2 		$316K Buy
19,491
+44
+0.2% +$5.59K 0.17% 18
2021
Q1 		$306K Sell
19,447
-53,390
-73% -$6.76M 0.18% 18
2020
Q4 		$7.13M Sell
72,837
-10,286
-12% -$1.3M 4.22% 6
2020
Q3 		$7.28M Sell
83,123
-180
-0.2% -$22.6K 4.91% 6
2020
Q2 		$7.22M Sell
83,303
-2,936
-3% -$357K 5.11% 6
2020
Q1 		$7.23M Sell
86,239
-3,131
-4% -$369K 6.42% 5
2019
Q4 		$7.54M Buy
89,370
+1,851
+2% +$215K 5.08% 4
2019
Q3 		$7.41M Buy
87,519
+736
+0.8% +$85.4K 5.47% 4
2019
Q2 		$7.3M Buy
86,783
+28,924
+50% +$3.29M 5.37% 4
2019
Q1 		$6.54M Sell
57,859
-26,735
-32% -$2.97M 4.99% 4
2018
Q4 		$9.26M Buy
+84,594
New +$9.24M 8.93% 4

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Emerson Wealth's TIP Position: Q2 2022 in Review

Emerson Wealth increased its iShares TIPS Bond ETF (TIP) stake by 0.08% in Q2 2022, buying an estimated $1.9K and bringing the position to 20,011 shares worth $306K. The position accounts for 0.2% of the portfolio, ranked #18.

Emerson Wealth first reported a position in TIP in Q4 2018 and has held it in 15 quarters since. The position peaked at $9.26M in Q4 2018. 1,291 funds tracked by Wall St. Rank hold TIP as of Q2 2022.

  • Emerson Wealth held 20,011 shares of iShares TIPS Bond ETF worth $306K as of Q2 2022.
  • Emerson Wealth bought 16 iShares TIPS Bond ETF shares in Q2 2022, an estimated $1.9K.
  • iShares TIPS Bond ETF made up 0.2% of Emerson Wealth's portfolio in Q2 2022, its #18 holding.
  • Emerson Wealth first reported a position in iShares TIPS Bond ETF in Q4 2018 and has held it in 15 quarters since.
  • Emerson Wealth's iShares TIPS Bond ETF position peaked at $9.26M in Q4 2018.
  • 1,291 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2022.

Based on Emerson Wealth's 13F filing for Q2 2022, filed 3 Aug 2022.