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Heritage Wealth Management (Arizona)’s iShares TIPS Bond ETF TIP Stock Holding History

Heritage Wealth Management (Arizona)’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 		$399K Buy
3,752
+1,371
+58% +$146K 0.06% 255
2022
Q3 		$250K Sell
2,381
-238
-9% -$27K 0.08% 184
2022
Q2 		$298K Sell
2,619
-338
-11% -$40.1K 0.1% 155
2022
Q1 		$368K Buy
+2,957
New +$372K 0.1% 163
2021
Q3 		$71K Buy
553
+219
+66% +$28.2K 0.03% 405
2021
Q2 		$43K Sell
334
-14
-4% -$1.78K 0.02% 475
2021
Q1 		$44K Buy
+348
New +$44K 0.02% 395

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s TIP Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its iShares TIPS Bond ETF (TIP) stake by 58% in Q4 2022, buying an estimated $146K and bringing the position to 3,752 shares worth $399K. The position accounts for 0.06% of the portfolio, ranked #255.

Heritage Wealth Management (Arizona) first reported a position in TIP in Q1 2021 and has held it in 7 quarters since. 1,219 funds tracked by Wall St. Rank hold TIP as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 3,752 shares of iShares TIPS Bond ETF worth $399K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 1,371 iShares TIPS Bond ETF shares in Q4 2022, an estimated $146K.
  • iShares TIPS Bond ETF made up 0.06% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #255 holding.
  • Heritage Wealth Management (Arizona) first reported a position in iShares TIPS Bond ETF in Q1 2021 and has held it in 7 quarters since.
  • 1,219 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.