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Foster Dykema Cabot & Co’s iShares TIPS Bond ETF TIP Stock Holding History

Foster Dykema Cabot & Co’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 		$11K Hold
109
– – ﹤0.01% 230
2023
Q2 		$12K Hold
109
– – ﹤0.01% 230
2023
Q1 		$12K Buy
+109
New +$11.8K ﹤0.01% 196

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

Foster Dykema Cabot & Co's TIP Position: Q3 2023 in Review

Foster Dykema Cabot & Co held its iShares TIPS Bond ETF (TIP) position steady in Q3 2023 at 109 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #230.

Foster Dykema Cabot & Co first reported a position in TIP in Q1 2023 and has held it in 3 quarters since. The position peaked at $12K in Q2 2023. 1,099 funds tracked by Wall St. Rank hold TIP as of Q3 2023.

  • Foster Dykema Cabot & Co held 109 shares of iShares TIPS Bond ETF worth $11K as of Q3 2023.
  • Foster Dykema Cabot & Co left its iShares TIPS Bond ETF share count unchanged in Q3 2023.
  • iShares TIPS Bond ETF made up ﹤0.01% of Foster Dykema Cabot & Co's portfolio in Q3 2023, its #230 holding.
  • Foster Dykema Cabot & Co first reported a position in iShares TIPS Bond ETF in Q1 2023 and has held it in 3 quarters since.
  • Foster Dykema Cabot & Co's iShares TIPS Bond ETF position peaked at $12K in Q2 2023.
  • 1,099 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2023.

Based on Foster Dykema Cabot & Co's 13F filing for Q3 2023, filed 14 Nov 2023.