Financial Partners Group (Kansas)’s iShares TIPS Bond ETF TIP Stock Holding History

Financial Partners Group (Kansas)’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	-9,000	Closed	-$992K	–	171
2023 Q1	$992K	Sell	9,000 -17	-0.2%	-$1.84K	0.22%	54
2022 Q4	$973K	Buy	9,017 +384	+4%	+$41K	0.21%	59
2022 Q3	$906K	Buy	8,633 +420	+5%	+$47.6K	0.24%	52
2022 Q2	$936K	Sell	8,213 -257	-3%	-$30.5K	0.23%	57
2022 Q1	$1.05M	Buy	8,470 +4,172	+97%	+$525K	0.23%	59
2021 Q4	$544K	Buy	4,298 +1,511	+54%	+$195K	0.12%	94
2021 Q3	$356K	Buy	+2,787	New	+$359K	0.08%	114

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

Financial Partners Group (Kansas)'s TIP Position: Q2 2023 in Review

Financial Partners Group (Kansas) sold out of iShares TIPS Bond ETF (TIP) in Q2 2023, closing a stake of 9,000 shares — an estimated $992K sold.

Financial Partners Group (Kansas) first reported a position in TIP in Q3 2021 and held it in 7 quarters. The position peaked at $1.05M in Q1 2022. 1,075 funds tracked by Wall St. Rank hold TIP as of Q2 2023.

Financial Partners Group (Kansas) reported no remaining iShares TIPS Bond ETF position as of Q2 2023 after selling out during the quarter.
Financial Partners Group (Kansas) sold 9,000 iShares TIPS Bond ETF shares in Q2 2023, an estimated $992K.
Financial Partners Group (Kansas) first reported a position in iShares TIPS Bond ETF in Q3 2021 and held it in 7 quarters.
Financial Partners Group (Kansas)'s iShares TIPS Bond ETF position peaked at $1.05M in Q1 2022.
1,075 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2023.

Based on Financial Partners Group (Kansas)'s 13F filing for Q2 2023, filed 8 Aug 2023.