FW
TIP icon

FirstPurpose Wealth’s iShares TIPS Bond ETF TIP Stock Holding History

FirstPurpose Wealth’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
2024
Q1 		$394K Sell
3,727
-36
-1% -$3.85K 0.14% 130
2023
Q4 		$404K Sell
3,763
-2,035
-35% -$213K 0.15% 115
2023
Q3 		$601K Buy
+5,798
New +$614K 0.26% 68
2022
Q3 		– Sell
-5,096
Closed -$580K – 161
2022
Q2 		$580K Buy
5,096
+868
+21% +$103K 0.39% 49
2022
Q1 		$527K Buy
+4,228
New +$532K 0.41% 51

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FirstPurpose Wealth's TIP Position: Q1 2024 in Review

FirstPurpose Wealth reduced its iShares TIPS Bond ETF (TIP) stake by 0.96% in Q1 2024, selling an estimated $3.85K and leaving 3,727 shares worth $394K. The position accounts for 0.14% of the portfolio, ranked #130.

FirstPurpose Wealth first reported a position in TIP in Q1 2022 and has held it in 5 quarters since. The position peaked at $601K in Q3 2023. 1,046 funds tracked by Wall St. Rank hold TIP as of Q1 2024.

  • FirstPurpose Wealth held 3,727 shares of iShares TIPS Bond ETF worth $394K as of Q1 2024.
  • FirstPurpose Wealth sold 36 iShares TIPS Bond ETF shares in Q1 2024, an estimated $3.85K.
  • iShares TIPS Bond ETF made up 0.14% of FirstPurpose Wealth's portfolio in Q1 2024, its #130 holding.
  • FirstPurpose Wealth first reported a position in iShares TIPS Bond ETF in Q1 2022 and has held it in 5 quarters since.
  • FirstPurpose Wealth's iShares TIPS Bond ETF position peaked at $601K in Q3 2023.
  • 1,046 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.