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Forvis Mazars Wealth Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Forvis Mazars Wealth Advisors’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
Q4 		– Sell
-8,490
Closed -$881K – 396
2023
Q3 		$881K Hold
8,490
– – 0.03% 215
2023
Q2 		$914K Sell
8,490
-67
-0.8% -$7.3K 0.03% 226
2023
Q1 		$943K Buy
8,557
+67
+0.8% +$7.25K 0.03% 209
2022
Q4 		$904K Hold
8,490
– – 0.03% 208
2022
Q3 		$890K Sell
8,490
-12
-0.1% -$1.36K 0.04% 202
2022
Q2 		$969K Sell
8,502
-2,935
-26% -$348K 0.04% 190
2022
Q1 		$1.43M Buy
11,437
+1,300
+13% +$164K 0.06% 132
2021
Q4 		$1.31M Hold
10,137
– – 0.06% 126
2021
Q3 		$1.29M Buy
10,137
+97
+1% +$12.5K 0.06% 122
2021
Q2 		$1.28M Hold
10,040
– – 0.06% 121
2021
Q1 		$1.26M Sell
10,040
-1,557
-13% -$197K 0.06% 118
2020
Q4 		$1.48M Sell
11,597
-200
-2% -$25.2K 0.07% 123
2020
Q3 		$1.49M Hold
11,797
– – 0.09% 111
2020
Q2 		$1.45M Sell
11,797
-5,000
-30% -$608K 0.09% 110
2020
Q1 		$1.98M Sell
16,797
-99
-0.6% -$11.7K 0.16% 65
2019
Q4 		$1.97M Hold
16,896
– – 0.14% 87
2019
Q3 		$1.97M Hold
16,896
– – 0.16% 83
2019
Q2 		$1.95M Buy
16,896
+440
+3% +$50K 0.16% 79
2019
Q1 		$1.86M Buy
+16,456
New +$1.83M 0.15% 81
2013
Q4 		– Sell
-7,929
Closed -$893K – 157
2013
Q3 		$893K Buy
+7,929
New +$885K 0.18% 78

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Forvis Mazars Wealth Advisors's TIP Position: Q4 2023 in Review

Forvis Mazars Wealth Advisors sold out of iShares TIPS Bond ETF (TIP) in Q4 2023, closing a stake of 8,490 shares — an estimated $881K sold.

Forvis Mazars Wealth Advisors first reported a position in TIP in Q3 2013 and held it in 20 quarters. The position peaked at $1.98M in Q1 2020. 1,102 funds tracked by Wall St. Rank hold TIP as of Q4 2023.

  • Forvis Mazars Wealth Advisors reported no remaining iShares TIPS Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 8,490 iShares TIPS Bond ETF shares in Q4 2023, an estimated $881K.
  • Forvis Mazars Wealth Advisors first reported a position in iShares TIPS Bond ETF in Q3 2013 and held it in 20 quarters.
  • Forvis Mazars Wealth Advisors's iShares TIPS Bond ETF position peaked at $1.98M in Q1 2020.
  • 1,102 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2023.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q4 2023, filed 11 Jan 2024.