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Inlet Private Wealth’s iShares TIPS Bond ETF TIP Stock Holding History

Inlet Private Wealth’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
Q3 		– Sell
-2,855
Closed -$307K – 134
2023
Q2 		$307K Sell
2,855
-1,000
-26% -$109K 0.08% 112
2023
Q1 		$425K Hold
3,855
– – 0.11% 102
2022
Q4 		$410K Buy
3,855
+600
+18% +$64.1K 0.11% 103
2022
Q3 		$341K Buy
+3,255
New +$369K 0.1% 107

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Inlet Private Wealth's TIP Position: Q3 2023 in Review

Inlet Private Wealth sold out of iShares TIPS Bond ETF (TIP) in Q3 2023, closing a stake of 2,855 shares — an estimated $307K sold.

Inlet Private Wealth first reported a position in TIP in Q3 2022 and held it in 4 quarters. The position peaked at $425K in Q1 2023. 1,099 funds tracked by Wall St. Rank hold TIP as of Q3 2023.

  • Inlet Private Wealth reported no remaining iShares TIPS Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Inlet Private Wealth sold 2,855 iShares TIPS Bond ETF shares in Q3 2023, an estimated $307K.
  • Inlet Private Wealth first reported a position in iShares TIPS Bond ETF in Q3 2022 and held it in 4 quarters.
  • Inlet Private Wealth's iShares TIPS Bond ETF position peaked at $425K in Q1 2023.
  • 1,099 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2023.

Based on Inlet Private Wealth's 13F filing for Q3 2023, filed 30 Oct 2023.