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

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	–	801
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HHM Wealth Advisors's TIP Position: Q2 2023 in Review

HHM Wealth Advisors sold out of iShares TIPS Bond ETF (TIP) in Q2 2023, closing a stake of 277 shares — an estimated $30.5K sold.

HHM Wealth Advisors first reported a position in TIP in Q1 2020 and held it in 12 quarters. The position peaked at $188K in Q4 2021. 1,075 funds tracked by Wall St. Rank hold TIP as of Q2 2023.

HHM Wealth Advisors reported no remaining iShares TIPS Bond ETF position as of Q2 2023 after selling out during the quarter.
HHM Wealth Advisors sold 277 iShares TIPS Bond ETF shares in Q2 2023, an estimated $30.5K.
HHM Wealth Advisors first reported a position in iShares TIPS Bond ETF in Q1 2020 and held it in 12 quarters.
HHM Wealth Advisors's iShares TIPS Bond ETF position peaked at $188K in Q4 2021.
1,075 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2023.

Based on HHM Wealth Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.