Foundry Financial Group’s iShares TIPS Bond ETF TIP Stock Holding History

Foundry Financial Group’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 Q2	–	Sell	-3,757	Closed	-$404K	–	60
2024 Q1	$404K	Hold	3,757	–	–	0.29%	40
2023 Q4	$404K	Buy	+3,757	New	+$393K	0.34%	41

Other funds holding TIP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Foundry Financial Group's TIP Position: Q2 2024 in Review

Foundry Financial Group sold out of iShares TIPS Bond ETF (TIP) in Q2 2024, closing a stake of 3,757 shares — an estimated $404K sold.

Foundry Financial Group first reported a position in TIP in Q4 2023 and held it in 2 quarters. The position peaked at $404K in Q4 2023. 1,023 funds tracked by Wall St. Rank hold TIP as of Q2 2024.

Foundry Financial Group reported no remaining iShares TIPS Bond ETF position as of Q2 2024 after selling out during the quarter.
Foundry Financial Group sold 3,757 iShares TIPS Bond ETF shares in Q2 2024, an estimated $404K.
Foundry Financial Group first reported a position in iShares TIPS Bond ETF in Q4 2023 and held it in 2 quarters.
Foundry Financial Group's iShares TIPS Bond ETF position peaked at $404K in Q4 2023.
1,023 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2024.

Based on Foundry Financial Group's 13F filing for Q2 2024, filed 9 Aug 2024.