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HoyleCohen’s iShares TIPS Bond ETF TIP Stock Holding History

HoyleCohen’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
-4,380
Closed -$483K – 268
2023
Q1 		$483K Sell
4,380
-5,321
-55% -$576K 0.05% 188
2022
Q4 		$1.03M Buy
9,701
+364
+4% +$38.9K 0.1% 135
2022
Q3 		$979K Buy
9,337
+2,865
+44% +$324K 0.11% 131
2022
Q2 		$737K Buy
6,472
+407
+7% +$48.3K 0.08% 154
2022
Q1 		$756K Buy
6,065
+535
+10% +$67.3K 0.06% 162
2021
Q4 		$715K Buy
5,530
+201
+4% +$25.9K 0.06% 169
2021
Q3 		$681K Buy
5,329
+30
+0.6% +$3.87K 0.06% 164
2021
Q2 		$678 Buy
5,299
+187
+4% +$23.8K 0.05% 160
2021
Q1 		$642K Buy
+5,112
New +$647K 0.07% 161

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HoyleCohen's TIP Position: Q2 2023 in Review

HoyleCohen sold out of iShares TIPS Bond ETF (TIP) in Q2 2023, closing a stake of 4,380 shares — an estimated $483K sold.

HoyleCohen first reported a position in TIP in Q1 2021 and held it in 9 quarters. The position peaked at $1.03M in Q4 2022. 1,075 funds tracked by Wall St. Rank hold TIP as of Q2 2023.

  • HoyleCohen reported no remaining iShares TIPS Bond ETF position as of Q2 2023 after selling out during the quarter.
  • HoyleCohen sold 4,380 iShares TIPS Bond ETF shares in Q2 2023, an estimated $483K.
  • HoyleCohen first reported a position in iShares TIPS Bond ETF in Q1 2021 and held it in 9 quarters.
  • HoyleCohen's iShares TIPS Bond ETF position peaked at $1.03M in Q4 2022.
  • 1,075 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2023.

Based on HoyleCohen's 13F filing for Q2 2023, filed 7 Aug 2023.