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Forbes Financial Planning’s iShares TIPS Bond ETF TIP Stock Holding History

Forbes Financial Planning’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
-9,225
Closed -$968K – 34
2022
Q4 		$968K Hold
9,225
– – 1.41% 18
2022
Q3 		$968K Sell
9,225
-4,449
-33% -$504K 1.41% 18
2022
Q2 		$1.55M Sell
13,674
-31,834
-70% -$3.78M 2.23% 16
2022
Q1 		$5.66M Buy
45,508
+8,720
+24% +$1.1M 7.05% 6
2021
Q4 		$4.75M Buy
+36,788
New +$4.74M 4.68% 10

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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

Forbes Financial Planning's TIP Position: Q1 2023 in Review

Forbes Financial Planning sold out of iShares TIPS Bond ETF (TIP) in Q1 2023, closing a stake of 9,225 shares — an estimated $968K sold.

Forbes Financial Planning first reported a position in TIP in Q4 2021 and held it in 5 quarters. The position peaked at $5.66M in Q1 2022. 1,114 funds tracked by Wall St. Rank hold TIP as of Q1 2023.

  • Forbes Financial Planning reported no remaining iShares TIPS Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Forbes Financial Planning sold 9,225 iShares TIPS Bond ETF shares in Q1 2023, an estimated $968K.
  • Forbes Financial Planning first reported a position in iShares TIPS Bond ETF in Q4 2021 and held it in 5 quarters.
  • Forbes Financial Planning's iShares TIPS Bond ETF position peaked at $5.66M in Q1 2022.
  • 1,114 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2023.

Based on Forbes Financial Planning's 13F filing for Q1 2023, filed 5 May 2023.