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High Net Worth Advisory Group’s iShares TIPS Bond ETF TIP Stock Holding History

High Net Worth Advisory Group’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
Q1 		– Sell
-700
Closed -$74.5K – 540
2022
Q4 		$74.5K Sell
700
-15
-2% -$1.6K 0.03% 273
2022
Q3 		$75K Buy
715
+15
+2% +$1.7K 0.03% 269
2022
Q2 		$80K Hold
700
– – 0.03% 266
2022
Q1 		$87K Sell
700
-200
-22% -$25.2K 0.03% 265
2021
Q4 		$116K Buy
+900
New +$116K 0.04% 234

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

High Net Worth Advisory Group's TIP Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of iShares TIPS Bond ETF (TIP) in Q1 2023, closing a stake of 700 shares — an estimated $74.5K sold.

High Net Worth Advisory Group first reported a position in TIP in Q4 2021 and held it in 5 quarters. The position peaked at $116K in Q4 2021. 1,112 funds tracked by Wall St. Rank hold TIP as of Q1 2023.

  • High Net Worth Advisory Group reported no remaining iShares TIPS Bond ETF position as of Q1 2023 after selling out during the quarter.
  • High Net Worth Advisory Group sold 700 iShares TIPS Bond ETF shares in Q1 2023, an estimated $74.5K.
  • High Net Worth Advisory Group first reported a position in iShares TIPS Bond ETF in Q4 2021 and held it in 5 quarters.
  • High Net Worth Advisory Group's iShares TIPS Bond ETF position peaked at $116K in Q4 2021.
  • 1,112 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.