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Fingerlakes Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History

Fingerlakes Wealth Management’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
Q3 		– Sell
-2,837
Closed -$305K – 83
2023
Q2 		$305K Sell
2,837
-239
-8% -$26K 0.35% 70
2023
Q1 		$339K Sell
3,076
-553
-15% -$59.8K 0.42% 66
2022
Q4 		$386K Sell
3,629
-295
-8% -$31.5K 0.53% 58
2022
Q3 		$412K Buy
3,924
+101
+3% +$11.4K 0.6% 53
2022
Q2 		$435K Buy
3,823
+196
+5% +$23.2K 0.6% 51
2022
Q1 		$452K Buy
3,627
+145
+4% +$18.2K 0.53% 55
2021
Q4 		$449K Buy
+3,482
New +$449K 0.51% 56

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Fingerlakes Wealth Management's TIP Position: Q3 2023 in Review

Fingerlakes Wealth Management sold out of iShares TIPS Bond ETF (TIP) in Q3 2023, closing a stake of 2,837 shares — an estimated $305K sold.

Fingerlakes Wealth Management first reported a position in TIP in Q4 2021 and held it in 7 quarters. The position peaked at $452K in Q1 2022. 1,099 funds tracked by Wall St. Rank hold TIP as of Q3 2023.

  • Fingerlakes Wealth Management reported no remaining iShares TIPS Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Fingerlakes Wealth Management sold 2,837 iShares TIPS Bond ETF shares in Q3 2023, an estimated $305K.
  • Fingerlakes Wealth Management first reported a position in iShares TIPS Bond ETF in Q4 2021 and held it in 7 quarters.
  • Fingerlakes Wealth Management's iShares TIPS Bond ETF position peaked at $452K in Q1 2022.
  • 1,099 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2023.

Based on Fingerlakes Wealth Management's 13F filing for Q3 2023, filed 8 Nov 2023.