Financial Management Professionals’s iShares TIPS Bond ETF TIP Stock Holding History

Financial Management Professionals’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 Q2	–	Sell	-8	Closed	-$1K	–	1108
2023 Q1	$1K	Hold	8	–	–	﹤0.01%	945
2022 Q4	$1K	Hold	8	–	–	﹤0.01%	868
2022 Q3	$1K	Hold	8	–	–	﹤0.01%	869
2022 Q2	$1K	Hold	8	–	–	﹤0.01%	888
2022 Q1	$1K	Hold	8	–	–	﹤0.01%	965
2021 Q4	$1K	Buy	+8	New	+$1.03K	﹤0.01%	903
2020 Q2	–	Sell	-18	Closed	-$2K	–	626
2020 Q1	$2K	Buy	+18	New	+$2.12K	﹤0.01%	265
2018 Q4	–	Sell	-200	Closed	-$22K	–	321
2018 Q3	$22K	Hold	200	–	–	0.01%	127
2018 Q2	$23K	Hold	200	–	–	0.01%	123
2018 Q1	$23K	Hold	200	–	–	0.01%	127
2017 Q4	$22K	Hold	200	–	–	0.01%	108
2017 Q3	$22K	Hold	200	–	–	0.01%	104
2017 Q2	$22K	Hold	200	–	–	0.01%	113
2017 Q1	$22K	Hold	200	–	–	0.01%	117
2016 Q4	$22K	Hold	200	–	–	0.01%	122
2016 Q3	$23K	Hold	200	–	–	0.01%	132
2016 Q2	$23K	Sell	200 -42	-17%	-$4.82K	0.01%	133
2016 Q1	$28K	Hold	242	–	–	0.01%	95
2015 Q4	$26K	Hold	242	–	–	0.01%	101
2015 Q3	$27K	Hold	242	–	–	0.02%	113
2015 Q2	$27K	Hold	242	–	–	0.01%	112
2015 Q1	$27K	Hold	242	–	–	0.01%	112
2014 Q4	$27K	Hold	242	–	–	0.01%	131
2014 Q3	$27K	Buy	242 +173	+251%	+$19.8K	0.02%	119
2014 Q2	$7K	Hold	69	–	–	﹤0.01%	190
2014 Q1	$8K	Hold	69	–	–	0.01%	181
2013 Q4	$8K	Hold	69	–	–	0.01%	185
2013 Q3	$8K	Hold	69	–	–	0.01%	189
2013 Q2	$8K	Buy	+69	New	+$8.16K	0.01%	186

Other funds holding TIP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Management Professionals's TIP Position: Q2 2023 in Review

Financial Management Professionals sold out of iShares TIPS Bond ETF (TIP) in Q2 2023, closing a stake of 8 shares — an estimated $1K sold.

Financial Management Professionals first reported a position in TIP in Q2 2013 and held it in 29 quarters. The position peaked at $28K in Q1 2016. 1,075 funds tracked by Wall St. Rank hold TIP as of Q2 2023.

Financial Management Professionals reported no remaining iShares TIPS Bond ETF position as of Q2 2023 after selling out during the quarter.
Financial Management Professionals sold 8 iShares TIPS Bond ETF shares in Q2 2023, an estimated $1K.
Financial Management Professionals first reported a position in iShares TIPS Bond ETF in Q2 2013 and held it in 29 quarters.
Financial Management Professionals's iShares TIPS Bond ETF position peaked at $28K in Q1 2016.
1,075 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2023.

Based on Financial Management Professionals's 13F filing for Q2 2023, filed 10 Jul 2023.