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HWA
HHM Wealth Advisors’s
iShares TIPS Bond ETF
TIP
Stock Holding History
HHM Wealth Advisors’s Portfolio
TIP Stock Details
TIP Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q2
–
Sell
-277
Closed
-$30.5K
–
855
2023
Q1
$30.5K
Hold
277
–
–
0.01%
350
2022
Q4
$29.5K
Buy
+277
New
+$29.6K
0.01%
311
2022
Q3
–
Sell
-1,406
Closed
-$160K
–
803
2022
Q2
$160K
Hold
1,406
–
–
0.04%
145
2022
Q1
$175K
Sell
1,406
-52
-4%
-$6.54K
0.04%
156
2021
Q4
$188K
Hold
1,458
–
–
0.05%
142
2021
Q3
$186K
Hold
1,458
–
–
0.05%
132
2021
Q2
$187K
Hold
1,458
–
–
0.05%
137
2021
Q1
$183K
Hold
1,458
–
–
0.06%
122
2020
Q4
$186K
Hold
1,458
–
–
0.06%
108
2020
Q3
$184K
Hold
1,458
–
–
0.07%
95
2020
Q2
$179K
Buy
1,458
+377
+35%
+$45.8K
0.07%
91
2020
Q1
$127K
Buy
+1,081
New
+$127K
0.06%
102
Other funds holding TIP
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New York
$5.7T 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
$1.47T AUM
27.86%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B 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
$376B AUM
19.32%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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