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Independent Solutions Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History

Independent Solutions 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
2022
Q2 		– Sell
-4,815
Closed -$600K – 246
2022
Q1 		$600K Sell
4,815
-700
-13% -$88.1K 0.14% 121
2021
Q4 		$713K Hold
5,515
– – 0.17% 110
2021
Q3 		$704K Sell
5,515
-175
-3% -$22.6K 0.17% 111
2021
Q2 		$728K Sell
5,690
-200
-3% -$25.4K 0.18% 110
2021
Q1 		$739K Sell
5,890
-438
-7% -$55.4K 0.2% 93
2020
Q4 		$808K Sell
6,328
-750
-11% -$94.6K 0.25% 79
2020
Q3 		$895K Sell
7,078
-525
-7% -$66K 0.34% 56
2020
Q2 		$935K Hold
7,603
– – 0.4% 51
2020
Q1 		$897K Buy
7,603
+42
+0.6% +$4.95K 0.5% 44
2019
Q4 		$881K Buy
+7,561
New +$879K 0.39% 50

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Independent Solutions Wealth Management's TIP Position: Q2 2022 in Review

Independent Solutions Wealth Management sold out of iShares TIPS Bond ETF (TIP) in Q2 2022, closing a stake of 4,815 shares — an estimated $600K sold.

Independent Solutions Wealth Management first reported a position in TIP in Q4 2019 and held it in 10 quarters. The position peaked at $935K in Q2 2020. 1,291 funds tracked by Wall St. Rank hold TIP as of Q2 2022.

  • Independent Solutions Wealth Management reported no remaining iShares TIPS Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 4,815 iShares TIPS Bond ETF shares in Q2 2022, an estimated $600K.
  • Independent Solutions Wealth Management first reported a position in iShares TIPS Bond ETF in Q4 2019 and held it in 10 quarters.
  • Independent Solutions Wealth Management's iShares TIPS Bond ETF position peaked at $935K in Q2 2020.
  • 1,291 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2022.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2022, filed 19 Dec 2024.