GS Investments’s iShares TIPS Bond ETF TIP Stock Holding History

GS Investments’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 Q4	–	Sell	-4,285	Closed	-$449K	–	154
2022 Q3	$449K	Hold	4,285	–	–	0.3%	64
2022 Q2	$496K	Hold	4,285	–	–	0.28%	66
2022 Q1	$520K	Hold	4,285	–	–	0.29%	65
2021 Q4	$554K	Buy	4,285 +474	+12%	+$61.1K	0.27%	66
2021 Q3	$487K	Buy	+3,811	New	+$491K	0.26%	71
2021 Q1	–	Sell	-3,846	Closed	-$491K	–	116
2020 Q4	$491K	Buy	+3,846	New	+$485K	0.48%	56
2020 Q3	–	Sell	-3,856	Closed	-$474K	–	107
2020 Q2	$474K	Hold	3,856	–	–	0.38%	52
2020 Q1	$455K	Sell	3,856 -1,301	-25%	-$153K	0.45%	48
2019 Q4	$582K	Buy	5,157 +465	+10%	+$54.1K	0.48%	55
2019 Q3	$546K	Sell	4,692 -75	-2%	-$8.71K	0.4%	52
2019 Q2	$551K	Sell	4,767 -265	-5%	-$30.1K	0.45%	51
2019 Q1	$569K	Sell	5,032 -290	-5%	-$32.2K	0.45%	55
2018 Q4	$583K	Sell	5,322 -205	-4%	-$22.4K	0.49%	55
2018 Q3	$611K	Sell	5,527 -120	-2%	-$13.4K	0.43%	58
2018 Q2	$637K	Sell	5,647 -765	-12%	-$85.9K	0.48%	58
2018 Q1	$725K	Buy	6,412 +500	+8%	+$56.3K	0.53%	55
2017 Q4	$674K	Sell	5,912 -40	-0.7%	-$4.55K	0.51%	52
2017 Q3	$676K	Sell	5,952 -100	-2%	-$11.4K	0.54%	50
2017 Q2	$686K	Buy	+6,052	New	+$692K	0.51%	48

Other funds holding TIP

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

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

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

Envestnet Asset Management

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

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

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