ICA Group Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History

ICA Group 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
2024 Q2	$75.6K	Sell	708 -557	-44%	-$59.2K	0.05%	198
2024 Q1	$136K	Sell	1,265 -587	-32%	-$62.7K	0.03%	340
2023 Q4	$199K	Sell	1,852 -3,783	-67%	-$396K	0.04%	252
2023 Q3	$584K	Sell	5,635 -1,722	-23%	-$182K	0.16%	119
2023 Q2	$792K	Sell	7,357 -2,030	-22%	-$221K	0.2%	97
2023 Q1	$1.03M	Sell	9,387 -1,827	-16%	-$198K	0.25%	95
2022 Q4	$1.19M	Buy	11,214 +3,509	+46%	+$375K	0.28%	90
2022 Q3	$808K	Buy	7,705 +1,460	+23%	+$165K	0.17%	133
2022 Q2	$721K	Buy	6,245 +2,832	+83%	+$336K	0.13%	153
2022 Q1	$401K	Buy	+3,413	New	+$429K	0.08%	225

Other funds holding TIP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ICA Group Wealth Management's TIP Position: Q2 2024 in Review

ICA Group Wealth Management reduced its iShares TIPS Bond ETF (TIP) stake by 44% in Q2 2024, selling an estimated $59.2K and leaving 708 shares worth $75.6K. The position accounts for 0.05% of the portfolio, ranked #198.

ICA Group Wealth Management first reported a position in TIP in Q1 2022 and has held it in 10 quarters since. The position peaked at $1.19M in Q4 2022. 1,023 funds tracked by Wall St. Rank hold TIP as of Q2 2024.

ICA Group Wealth Management held 708 shares of iShares TIPS Bond ETF worth $75.6K as of Q2 2024.
ICA Group Wealth Management sold 557 iShares TIPS Bond ETF shares in Q2 2024, an estimated $59.2K.
iShares TIPS Bond ETF made up 0.05% of ICA Group Wealth Management's portfolio in Q2 2024, its #198 holding.
ICA Group Wealth Management first reported a position in iShares TIPS Bond ETF in Q1 2022 and has held it in 10 quarters since.
ICA Group Wealth Management's iShares TIPS Bond ETF position peaked at $1.19M in Q4 2022.
1,023 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.