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Guidance Point Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Guidance Point Advisors’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
2024
Q2 		– Sell
-1,954
Closed -$210K – 87
2024
Q1 		$210K Sell
1,954
-35,350
-95% -$3.78M 0.07% 80
2023
Q4 		$4.01M Buy
37,304
+1,312
+4% +$137K 1.48% 16
2023
Q3 		$3.73M Sell
35,992
-1,944
-5% -$206K 1.52% 16
2023
Q2 		$4.08M Buy
37,936
+1,326
+4% +$144K 1.57% 10
2023
Q1 		$4.04M Buy
36,610
+768
+2% +$83.1K 1.63% 10
2022
Q4 		$3.82M Sell
35,842
-6,026
-14% -$643K 1.62% 10
2022
Q3 		$4.39M Buy
41,868
+1,979
+5% +$224K 2% 9
2022
Q2 		$4.54M Sell
39,889
-477
-1% -$56.6K 1.96% 9
2022
Q1 		$5.03M Buy
40,366
+4,022
+11% +$506K 1.9% 10
2021
Q4 		$4.74M Buy
36,344
+2,560
+8% +$330K 1.72% 11
2021
Q3 		$4.31M Buy
33,784
+382
+1% +$49.3K 1.57% 13
2021
Q2 		$4.28M Buy
33,402
+2,771
+9% +$352K 1.66% 13
2021
Q1 		$3.84M Buy
30,631
+1,071
+4% +$136K 1.59% 14
2020
Q4 		$3.77M Buy
29,560
+5,442
+23% +$686K 1.73% 14
2020
Q3 		$3.05M Buy
24,118
+5,593
+30% +$703K 1.68% 13
2020
Q2 		$2.28M Buy
18,525
+779
+4% +$94.7K 1.27% 21
2020
Q1 		$2.09M Buy
17,746
+301
+2% +$35.5K 1.36% 18
2019
Q4 		$2.03M Buy
17,445
+707
+4% +$82.2K 0.99% 23
2019
Q3 		$1.98M Buy
16,738
+1,540
+10% +$179K 1.08% 20
2019
Q2 		$1.75M Buy
15,198
+415
+3% +$47.2K 0.99% 24
2019
Q1 		$1.67M Buy
14,783
+543
+4% +$60.2K 0.99% 24
2018
Q4 		$1.56M Buy
+14,240
New +$1.55M 1.01% 22

Other funds holding TIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Guidance Point Advisors's TIP Position: Q2 2024 in Review

Guidance Point Advisors sold out of iShares TIPS Bond ETF (TIP) in Q2 2024, closing a stake of 1,954 shares — an estimated $210K sold.

Guidance Point Advisors first reported a position in TIP in Q4 2018 and held it in 22 quarters. The position peaked at $5.03M in Q1 2022. 1,025 funds tracked by Wall St. Rank hold TIP as of Q2 2024.

  • Guidance Point Advisors reported no remaining iShares TIPS Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Guidance Point Advisors sold 1,954 iShares TIPS Bond ETF shares in Q2 2024, an estimated $210K.
  • Guidance Point Advisors first reported a position in iShares TIPS Bond ETF in Q4 2018 and held it in 22 quarters.
  • Guidance Point Advisors's iShares TIPS Bond ETF position peaked at $5.03M in Q1 2022.
  • 1,025 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2024.

Based on Guidance Point Advisors's 13F filing for Q2 2024, filed 26 Jul 2024.