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EMFO LLC’s iShares TIPS Bond ETF TIP Stock Holding History

EMFO LLC’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
Q4 		– Sell
-48
Closed -$4.98K – 312
2023
Q3 		$4.98K Hold
48
– – ﹤0.01% 262
2023
Q2 		$5.17K Hold
48
– – ﹤0.01% 269
2023
Q1 		$5.29K Hold
48
– – 0.01% 274
2022
Q4 		$5.11K Hold
48
– – 0.01% 262
2022
Q3 		$5K Hold
48
– – ﹤0.01% 292
2022
Q2 		$5K Hold
48
– – 0.01% 298
2022
Q1 		$6K Hold
48
– – 0.01% 303
2021
Q4 		$6K Hold
48
– – 0.01% 313
2021
Q3 		$6K Hold
48
– – 0.01% 323
2021
Q2 		$6K Buy
+48
New +$6.1K 0.01% 305

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

EMFO LLC's TIP Position: Q4 2023 in Review

EMFO LLC sold out of iShares TIPS Bond ETF (TIP) in Q4 2023, closing a stake of 48 shares — an estimated $4.98K sold.

EMFO LLC first reported a position in TIP in Q2 2021 and held it in 10 quarters. The position peaked at $6K in Q1 2022. 1,100 funds tracked by Wall St. Rank hold TIP as of Q4 2023.

  • EMFO LLC reported no remaining iShares TIPS Bond ETF position as of Q4 2023 after selling out during the quarter.
  • EMFO LLC sold 48 iShares TIPS Bond ETF shares in Q4 2023, an estimated $4.98K.
  • EMFO LLC first reported a position in iShares TIPS Bond ETF in Q2 2021 and held it in 10 quarters.
  • EMFO LLC's iShares TIPS Bond ETF position peaked at $6K in Q1 2022.
  • 1,100 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2023.

Based on EMFO LLC's 13F filing for Q4 2023, filed 30 Jan 2024.