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

Fullen 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
2023
Q1 		$250K Buy
2,265
+3
+0.1% +$325 0.13% 54
2022
Q4 		$246K Buy
2,262
+10
+0.4% +$1.07K 0.14% 54
2022
Q3 		$240K Buy
2,252
+62
+3% +$7.02K 0.15% 56
2022
Q2 		$249K Buy
2,190
+56
+3% +$6.64K 0.16% 53
2022
Q1 		$266K Buy
2,134
+11
+0.5% +$1.38K 0.16% 53
2021
Q4 		$274K Buy
2,123
+16
+0.8% +$2.06K 0.15% 53
2021
Q3 		$273K Buy
2,107
+50
+2% +$6.45K 0.16% 53
2021
Q2 		$263K Sell
2,057
-80
-4% -$10.2K 0.15% 54
2021
Q1 		$268K Hold
2,137
– – 0.17% 51
2020
Q4 		$273K Hold
2,137
– – 0.19% 51
2020
Q3 		$270K Sell
2,137
-458
-18% -$57.5K 0.21% 51
2020
Q2 		$319K Buy
+2,595
New +$315K 0.26% 50

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
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 $374B AUM 17.66% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fullen Financial Group's TIP Position: Q1 2023 in Review

Fullen Financial Group increased its iShares TIPS Bond ETF (TIP) stake by 0.13% in Q1 2023, buying an estimated $325 and bringing the position to 2,265 shares worth $250K. The position accounts for 0.13% of the portfolio, ranked #54.

Fullen Financial Group first reported a position in TIP in Q2 2020 and has held it in 12 quarters since. The position peaked at $319K in Q2 2020. 1,112 funds tracked by Wall St. Rank hold TIP as of Q1 2023.

  • Fullen Financial Group held 2,265 shares of iShares TIPS Bond ETF worth $250K as of Q1 2023.
  • Fullen Financial Group bought 3 iShares TIPS Bond ETF shares in Q1 2023, an estimated $325.
  • iShares TIPS Bond ETF made up 0.13% of Fullen Financial Group's portfolio in Q1 2023, its #54 holding.
  • Fullen Financial Group first reported a position in iShares TIPS Bond ETF in Q2 2020 and has held it in 12 quarters since.
  • Fullen Financial Group's iShares TIPS Bond ETF position peaked at $319K in Q2 2020.
  • 1,112 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2023.

Based on Fullen Financial Group's 13F filing for Q1 2023, filed 30 May 2023.