FF
TIP icon

FourThought Financial’s iShares TIPS Bond ETF TIP Stock Holding History

FourThought Financial’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
2022
Q3 		$20K Hold
190
– – ﹤0.01% 866
2022
Q2 		$22K Buy
+190
New +$22.5K ﹤0.01% 844

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FourThought Financial's TIP Position: Q3 2022 in Review

FourThought Financial held its iShares TIPS Bond ETF (TIP) position steady in Q3 2022 at 190 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #866.

FourThought Financial first reported a position in TIP in Q2 2022 and has held it in 2 quarters since. The position peaked at $22K in Q2 2022. 1,222 funds tracked by Wall St. Rank hold TIP as of Q3 2022.

  • FourThought Financial held 190 shares of iShares TIPS Bond ETF worth $20K as of Q3 2022.
  • FourThought Financial left its iShares TIPS Bond ETF share count unchanged in Q3 2022.
  • iShares TIPS Bond ETF made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #866 holding.
  • FourThought Financial first reported a position in iShares TIPS Bond ETF in Q2 2022 and has held it in 2 quarters since.
  • FourThought Financial's iShares TIPS Bond ETF position peaked at $22K in Q2 2022.
  • 1,222 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.