HWM
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Howard Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History

Howard Wealth Management’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
Q3 		– Sell
-2,275
Closed -$245K – 100
2023
Q2 		$245K Sell
2,275
-3,530
-61% -$384K 0.21% 84
2023
Q1 		$640K Sell
5,805
-3,270
-36% -$354K 0.53% 49
2022
Q4 		$966K Sell
9,075
-3,175
-26% -$339K 0.79% 36
2022
Q3 		$1.28M Buy
+12,250
New +$1.39M 0.91% 31
2022
Q2 		– Sell
-17,480
Closed -$2.18M – 120
2022
Q1 		$2.18M Buy
17,480
+282
+2% +$35.5K 1.19% 23
2021
Q4 		$2.22M Buy
17,198
+737
+4% +$95K 1.17% 24
2021
Q3 		$2.1M Buy
16,461
+566
+4% +$73K 1.17% 23
2021
Q2 		$2.03M Buy
15,895
+897
+6% +$114K 1.12% 25
2021
Q1 		$1.88M Buy
14,998
+608
+4% +$77K 1.1% 26
2020
Q4 		$1.84M Buy
14,390
+2,950
+26% +$372K 1.14% 24
2020
Q3 		$1.45M Buy
+11,440
New +$1.44M 1.03% 29
2020
Q1 		– Sell
-110
Closed -$12K – 450
2019
Q4 		$12K Buy
+110
New +$12.8K 0.01% 319

Other funds holding TIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Howard Wealth Management's TIP Position: Q3 2023 in Review

Howard Wealth Management sold out of iShares TIPS Bond ETF (TIP) in Q3 2023, closing a stake of 2,275 shares — an estimated $245K sold.

Howard Wealth Management first reported a position in TIP in Q4 2019 and held it in 12 quarters. The position peaked at $2.22M in Q4 2021. 1,100 funds tracked by Wall St. Rank hold TIP as of Q3 2023.

  • Howard Wealth Management reported no remaining iShares TIPS Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Howard Wealth Management sold 2,275 iShares TIPS Bond ETF shares in Q3 2023, an estimated $245K.
  • Howard Wealth Management first reported a position in iShares TIPS Bond ETF in Q4 2019 and held it in 12 quarters.
  • Howard Wealth Management's iShares TIPS Bond ETF position peaked at $2.22M in Q4 2021.
  • 1,100 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2023.

Based on Howard Wealth Management's 13F filing for Q3 2023, filed 1 Nov 2023.