EWG Elevate’s iShares TIPS Bond ETF TIP Stock Holding History

EWG Elevate’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 Q1	–	Sell	-37	Closed	-$3.94K	–	708
2022 Q4	$3.94K	Buy	+37	New	+$3.95K	﹤0.01%	499

Other funds holding TIP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

EWG Elevate's TIP Position: Q1 2023 in Review

EWG Elevate sold out of iShares TIPS Bond ETF (TIP) in Q1 2023, closing a stake of 37 shares — an estimated $3.94K sold.

EWG Elevate first reported a position in TIP in Q4 2022 and held it in 1 quarter. The position peaked at $3.94K in Q4 2022. 1,112 funds tracked by Wall St. Rank hold TIP as of Q1 2023.

EWG Elevate reported no remaining iShares TIPS Bond ETF position as of Q1 2023 after selling out during the quarter.
EWG Elevate sold 37 iShares TIPS Bond ETF shares in Q1 2023, an estimated $3.94K.
EWG Elevate first reported a position in iShares TIPS Bond ETF in Q4 2022 and held it in 1 quarter.
EWG Elevate's iShares TIPS Bond ETF position peaked at $3.94K in Q4 2022.
1,112 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2023.

Based on EWG Elevate's 13F filing for Q1 2023, filed 13 Apr 2023.