Graves Light Lenhart Wealth’s iShares TIPS Bond ETF TIP Stock Holding History

Graves Light Lenhart Wealth’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	-836	Closed	-$95K	–	548
2022 Q2	$95K	Hold	836	–	–	0.01%	240
2022 Q1	$104K	Hold	836	–	–	0.01%	259
2021 Q4	$108K	Hold	836	–	–	0.02%	287
2021 Q3	$107K	Sell	836 -621	-43%	-$80.1K	0.02%	264
2021 Q2	$187K	Sell	1,457 -50	-3%	-$6.35K	0.03%	185
2021 Q1	$189K	Hold	1,507	–	–	0.03%	184
2020 Q4	$192K	Sell	1,507 -171	-10%	-$21.6K	0.04%	171
2020 Q3	$212K	Hold	1,678	–	–	0.05%	149
2020 Q2	$206K	Buy	+1,678	New	+$204K	0.05%	149
2020 Q1	–	Sell	-1,729	Closed	-$202K	–	179
2019 Q4	$202K	Buy	1,729 +1	+0.1%	+$116	0.04%	169
2019 Q3	$201K	Sell	1,728 -749	-30%	-$86.9K	0.04%	166
2019 Q2	$286K	Buy	2,477 +360	+17%	+$40.9K	0.07%	124
2019 Q1	$239K	Buy	+2,117	New	+$235K	0.06%	132

Other funds holding TIP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Graves Light Lenhart Wealth's TIP Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of iShares TIPS Bond ETF (TIP) in Q3 2022, closing a stake of 836 shares — an estimated $95K sold.

Graves Light Lenhart Wealth first reported a position in TIP in Q1 2019 and held it in 13 quarters. The position peaked at $286K in Q2 2019. 1,223 funds tracked by Wall St. Rank hold TIP as of Q3 2022.

Graves Light Lenhart Wealth reported no remaining iShares TIPS Bond ETF position as of Q3 2022 after selling out during the quarter.
Graves Light Lenhart Wealth sold 836 iShares TIPS Bond ETF shares in Q3 2022, an estimated $95K.
Graves Light Lenhart Wealth first reported a position in iShares TIPS Bond ETF in Q1 2019 and held it in 13 quarters.
Graves Light Lenhart Wealth's iShares TIPS Bond ETF position peaked at $286K in Q2 2019.
1,223 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.