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Hoxton Planning & Management’s iShares TIPS Bond ETF TIP Stock Holding History

Hoxton Planning & 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
Q4 		– Sell
-12,882
Closed -$1.34M – 154
2023
Q3 		$1.34M Buy
12,882
+4,370
+51% +$462K 0.87% 23
2023
Q2 		$916K Buy
8,512
+2,615
+44% +$285K 0.57% 33
2023
Q1 		$650K Sell
5,897
-4,508
-43% -$488K 0.36% 51
2022
Q4 		$1.11M Buy
+10,405
New +$1.11M 0.59% 34

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Hoxton Planning & Management's TIP Position: Q4 2023 in Review

Hoxton Planning & Management sold out of iShares TIPS Bond ETF (TIP) in Q4 2023, closing a stake of 12,882 shares — an estimated $1.34M sold.

Hoxton Planning & Management first reported a position in TIP in Q4 2022 and held it in 4 quarters. The position peaked at $1.34M in Q3 2023. 1,100 funds tracked by Wall St. Rank hold TIP as of Q4 2023.

  • Hoxton Planning & Management reported no remaining iShares TIPS Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Hoxton Planning & Management sold 12,882 iShares TIPS Bond ETF shares in Q4 2023, an estimated $1.34M.
  • Hoxton Planning & Management first reported a position in iShares TIPS Bond ETF in Q4 2022 and held it in 4 quarters.
  • Hoxton Planning & Management's iShares TIPS Bond ETF position peaked at $1.34M in Q3 2023.
  • 1,100 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2023.

Based on Hoxton Planning & Management's 13F filing for Q4 2023, filed 30 Jan 2024.