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Financial Strategies Group’s iShares TIPS Bond ETF TIP Stock Holding History

Financial Strategies Group’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
-2,409
Closed -$256K – 83
2022
Q4 		$256K Buy
+2,409
New +$257K 0.11% 72
2021
Q2 		– Sell
-2,231
Closed -$280K – 75
2021
Q1 		$280K Sell
2,231
-98
-4% -$12.4K 0.15% 57
2020
Q4 		$297K Buy
2,329
+205
+10% +$25.9K 0.17% 51
2020
Q3 		$269K Buy
+2,124
New +$267K 0.18% 46

Other funds holding TIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Strategies Group's TIP Position: Q1 2023 in Review

Financial Strategies Group sold out of iShares TIPS Bond ETF (TIP) in Q1 2023, closing a stake of 2,409 shares — an estimated $256K sold.

Financial Strategies Group first reported a position in TIP in Q3 2020 and held it in 4 quarters. The position peaked at $297K in Q4 2020. 1,113 funds tracked by Wall St. Rank hold TIP as of Q1 2023.

  • Financial Strategies Group reported no remaining iShares TIPS Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Financial Strategies Group sold 2,409 iShares TIPS Bond ETF shares in Q1 2023, an estimated $256K.
  • Financial Strategies Group first reported a position in iShares TIPS Bond ETF in Q3 2020 and held it in 4 quarters.
  • Financial Strategies Group's iShares TIPS Bond ETF position peaked at $297K in Q4 2020.
  • 1,113 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2023.

Based on Financial Strategies Group's 13F filing for Q1 2023, filed 2 May 2023.