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Harper Investing’s iShares TIPS Bond ETF TIP Stock Holding History

Harper Investing’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
Q2 		– Sell
-2,464
Closed -$272K – 20
2023
Q1 		$272K Sell
2,464
-4,719
-66% -$511K 0.34% 19
2022
Q4 		$765K Sell
7,183
-10,460
-59% -$1.12M 0.94% 18
2022
Q3 		$1.83M Sell
17,643
-238
-1% -$27K 1.87% 17
2022
Q2 		$2.04M Buy
17,881
+77
+0.4% +$9.13K 2.07% 15
2022
Q1 		$2.22M Buy
+17,804
New +$2.24M 2.06% 15

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Harper Investing's TIP Position: Q2 2023 in Review

Harper Investing sold out of iShares TIPS Bond ETF (TIP) in Q2 2023, closing a stake of 2,464 shares — an estimated $272K sold.

Harper Investing first reported a position in TIP in Q1 2022 and held it in 5 quarters. The position peaked at $2.22M in Q1 2022. 1,075 funds tracked by Wall St. Rank hold TIP as of Q2 2023.

  • Harper Investing reported no remaining iShares TIPS Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Harper Investing sold 2,464 iShares TIPS Bond ETF shares in Q2 2023, an estimated $272K.
  • Harper Investing first reported a position in iShares TIPS Bond ETF in Q1 2022 and held it in 5 quarters.
  • Harper Investing's iShares TIPS Bond ETF position peaked at $2.22M in Q1 2022.
  • 1,075 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2023.

Based on Harper Investing's 13F filing for Q2 2023, filed 8 Aug 2023.