Global Wealth Management Investment Advisory’s iShares TIPS Bond ETF TIP Stock Holding History

Global Wealth Management Investment Advisory’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	–	Sell	-83	Closed	-$9K	–	435
2022 Q2	$9K	Hold	83	–	–	﹤0.01%	294
2022 Q1	$10K	Buy	+83	New	+$10.4K	﹤0.01%	320
2021 Q2	–	Sell	-3	Closed	–	–	489
2021 Q1	$0	Hold	3	–	–	﹤0.01%	519
2020 Q4	$0	Hold	3	–	–	﹤0.01%	500
2020 Q3	$0	Hold	3	–	–	﹤0.01%	617
2020 Q2	$0	Sell	3 -32	-91%	-$3.89K	﹤0.01%	674
2020 Q1	$4K	Buy	35 +25	+250%	+$2.94K	﹤0.01%	445
2019 Q4	$1K	Buy	10 +7	+233%	+$814	﹤0.01%	576
2019 Q3	$0	Hold	3	–	–	﹤0.01%	732
2019 Q2	$0	Sell	3 -16	-84%	-$1.82K	﹤0.01%	788
2019 Q1	$2K	Sell	19 -16	-46%	-$1.77K	﹤0.01%	577
2018 Q4	$4K	Buy	+35	New	+$3.82K	﹤0.01%	524

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Global Wealth Management Investment Advisory's TIP Position: Q3 2022 in Review

Global Wealth Management Investment Advisory sold out of iShares TIPS Bond ETF (TIP) in Q3 2022, closing a stake of 83 shares — an estimated $9K sold.

Global Wealth Management Investment Advisory first reported a position in TIP in Q4 2018 and held it in 12 quarters. The position peaked at $10K in Q1 2022. 1,221 funds tracked by Wall St. Rank hold TIP as of Q3 2022.

Global Wealth Management Investment Advisory reported no remaining iShares TIPS Bond ETF position as of Q3 2022 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 83 iShares TIPS Bond ETF shares in Q3 2022, an estimated $9K.
Global Wealth Management Investment Advisory first reported a position in iShares TIPS Bond ETF in Q4 2018 and held it in 12 quarters.
Global Wealth Management Investment Advisory's iShares TIPS Bond ETF position peaked at $10K in Q1 2022.
1,221 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2022.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2022, filed 19 Oct 2022.