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IFG Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

IFG 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
Q4 		– Sell
-3,429
Closed -$356K – 125
2023
Q3 		$356K Sell
3,429
-117
-3% -$12.4K 0.13% 82
2023
Q2 		$382K Sell
3,546
-52
-1% -$5.66K 0.14% 81
2023
Q1 		$397K Buy
3,598
+68
+2% +$7.36K 0.16% 76
2022
Q4 		$376K Sell
3,530
-863
-20% -$92.2K 0.16% 78
2022
Q3 		$461K Sell
4,393
-682
-13% -$77.2K 0.23% 58
2022
Q2 		$578K Sell
5,075
-215
-4% -$25.5K 0.29% 48
2022
Q1 		$659K Buy
5,290
+27
+0.5% +$3.4K 0.29% 50
2021
Q4 		$680K Sell
5,263
-86
-2% -$11.1K 0.29% 52
2021
Q3 		$683K Sell
5,349
-567
-10% -$73.1K 0.31% 45
2021
Q2 		$757K Buy
5,916
+127
+2% +$16.1K 0.36% 41
2021
Q1 		$727K Buy
5,789
+1,175
+25% +$149K 0.4% 35
2020
Q4 		$589K Sell
4,614
-74
-2% -$9.33K 0.36% 40
2020
Q3 		$593K Sell
4,688
-607
-11% -$76.3K 0.42% 36
2020
Q2 		$651K Buy
5,295
+84
+2% +$10.2K 0.51% 25
2020
Q1 		$614K Buy
5,211
+78
+2% +$9.19K 0.61% 23
2019
Q4 		$598K Sell
5,133
-743
-13% -$86.4K 0.49% 25
2019
Q3 		$683K Buy
+5,876
New +$682K 0.64% 21

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

IFG Advisors's TIP Position: Q4 2023 in Review

IFG Advisors sold out of iShares TIPS Bond ETF (TIP) in Q4 2023, closing a stake of 3,429 shares — an estimated $356K sold.

IFG Advisors first reported a position in TIP in Q3 2019 and held it in 17 quarters. The position peaked at $757K in Q2 2021. 1,101 funds tracked by Wall St. Rank hold TIP as of Q4 2023.

  • IFG Advisors reported no remaining iShares TIPS Bond ETF position as of Q4 2023 after selling out during the quarter.
  • IFG Advisors sold 3,429 iShares TIPS Bond ETF shares in Q4 2023, an estimated $356K.
  • IFG Advisors first reported a position in iShares TIPS Bond ETF in Q3 2019 and held it in 17 quarters.
  • IFG Advisors's iShares TIPS Bond ETF position peaked at $757K in Q2 2021.
  • 1,101 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2023.

Based on IFG Advisors's 13F filing for Q4 2023, filed 29 Jan 2024.