Herold Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Herold 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
2023 Q2	–	Sell	-1,943	Closed	-$214K	–	248
2023 Q1	$214K	Buy	+1,943	New	+$210K	0.07%	216
2022 Q2	–	Sell	-725	Closed	-$90.3K	–	628
2022 Q1	$90.3K	Buy	+725	New	+$91.2K	0.03%	282
2021 Q4	–	Sell	-1,233	Closed	-$157K	–	603
2021 Q3	$157K	Buy	+1,233	New	+$159K	0.06%	227

Other funds holding TIP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

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

Herold Advisors's TIP Position: Q2 2023 in Review

Herold Advisors sold out of iShares TIPS Bond ETF (TIP) in Q2 2023, closing a stake of 1,943 shares — an estimated $214K sold.

Herold Advisors first reported a position in TIP in Q3 2021 and held it in 3 quarters. The position peaked at $214K in Q1 2023. 1,075 funds tracked by Wall St. Rank hold TIP as of Q2 2023.

Herold Advisors reported no remaining iShares TIPS Bond ETF position as of Q2 2023 after selling out during the quarter.
Herold Advisors sold 1,943 iShares TIPS Bond ETF shares in Q2 2023, an estimated $214K.
Herold Advisors first reported a position in iShares TIPS Bond ETF in Q3 2021 and held it in 3 quarters.
Herold Advisors's iShares TIPS Bond ETF position peaked at $214K in Q1 2023.
1,075 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2023.

Based on Herold Advisors's 13F filing for Q2 2023, filed 17 Jul 2023.