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IBEX Wealth Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

IBEX 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
Q1 		– Sell
-3,488
Closed -$371K – 169
2022
Q4 		$371K Sell
3,488
-35
-1% -$3.74K 0.08% 145
2022
Q3 		$370K Sell
3,523
-6
-0.2% -$679 0.1% 115
2022
Q2 		$402K Buy
3,529
+11
+0.3% +$1.3K 0.09% 117
2022
Q1 		$438K Buy
3,518
+2
+0.1% +$252 0.08% 123
2021
Q4 		$454K Sell
3,516
-153
-4% -$19.7K 0.08% 130
2021
Q3 		$468K Sell
3,669
-150
-4% -$19.3K 0.09% 127
2021
Q2 		$489K Sell
3,819
-11,785
-76% -$1.5M 0.1% 123
2021
Q1 		$1.96M Buy
15,604
+3,523
+29% +$446K 0.48% 78
2020
Q4 		$1.54M Buy
12,081
+349
+3% +$44K 0.4% 81
2020
Q3 		$1.48M Buy
+11,732
New +$1.47M 0.43% 74
2020
Q2 		– Sell
-18,780
Closed -$2.21M – 110
2020
Q1 		$2.21M Buy
+18,780
New +$2.21M 0.86% 49
2019
Q3 		– Sell
-1,677
Closed -$193K – 360
2019
Q2 		$193K Buy
+1,677
New +$191K 0.06% 133
2017
Q4 		– Sell
-2,010
Closed -$228K – 133
2017
Q3 		$228K Sell
2,010
-29
-1% -$3.3K 0.08% 120
2017
Q2 		$229K Buy
+2,039
New +$233K 0.09% 120
2017
Q1 		– Sell
-2,037
Closed -$232K – 353
2016
Q4 		$232K Buy
2,037
+101
+5% +$11.5K 0.11% 106
2016
Q3 		$226K Buy
+1,936
New +$225K 0.12% 106

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

IBEX Wealth Advisors's TIP Position: Q1 2023 in Review

IBEX Wealth Advisors sold out of iShares TIPS Bond ETF (TIP) in Q1 2023, closing a stake of 3,488 shares — an estimated $371K sold.

IBEX Wealth Advisors first reported a position in TIP in Q3 2016 and held it in 16 quarters. The position peaked at $2.21M in Q1 2020. 1,112 funds tracked by Wall St. Rank hold TIP as of Q1 2023.

  • IBEX Wealth Advisors reported no remaining iShares TIPS Bond ETF position as of Q1 2023 after selling out during the quarter.
  • IBEX Wealth Advisors sold 3,488 iShares TIPS Bond ETF shares in Q1 2023, an estimated $371K.
  • IBEX Wealth Advisors first reported a position in iShares TIPS Bond ETF in Q3 2016 and held it in 16 quarters.
  • IBEX Wealth Advisors's iShares TIPS Bond ETF position peaked at $2.21M in Q1 2020.
  • 1,112 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2023.

Based on IBEX Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.