Integrated Investment Consultants’s iShares TIPS Bond ETF TIP Stock Holding History

Integrated Investment Consultants’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 Q1	–	Sell	-2,756	Closed	-$296K	–	269
2023 Q4	$296K	Hold	2,756	–	–	0.09%	186
2023 Q3	$286K	Hold	2,756	–	–	0.1%	172
2023 Q2	$297K	Hold	2,756	–	–	0.09%	191
2023 Q1	$304K	Sell	2,756 -228	-8%	-$24.7K	0.1%	191
2022 Q4	$318K	Buy	+2,984	New	+$319K	0.11%	168
2022 Q2	–	Sell	-16,948	Closed	-$2.11M	–	297
2022 Q1	$2.11M	Buy	16,948 +6,939	+69%	+$873K	0.57%	31
2021 Q4	$1.29M	Buy	10,009 +4,744	+90%	+$612K	0.35%	46
2021 Q3	$672K	Buy	+5,265	New	+$679K	0.2%	90
2018 Q2	–	Sell	-756	Closed	-$85K	–	634
2018 Q1	$85K	Buy	+756	New	+$85.1K	0.03%	349
2017 Q3	$86K	Hold	756	–	–	0.04%	326
2017 Q2	$86K	Hold	756	–	–	0.04%	324
2017 Q1	$87K	Hold	756	–	–	0.04%	316
2016 Q4	$86K	Hold	756	–	–	0.04%	306
2016 Q3	$87K	Hold	756	–	–	0.04%	300
2016 Q2	$88K	Hold	756	–	–	0.05%	298
2016 Q1	$87K	Buy	+756	New	+$84.5K	0.05%	268

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

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

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

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

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

Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

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

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

Integrated Investment Consultants's TIP Position: Q1 2024 in Review

Integrated Investment Consultants sold out of iShares TIPS Bond ETF (TIP) in Q1 2024, closing a stake of 2,756 shares — an estimated $296K sold.

Integrated Investment Consultants first reported a position in TIP in Q1 2016 and held it in 16 quarters. The position peaked at $2.11M in Q1 2022. 1,045 funds tracked by Wall St. Rank hold TIP as of Q1 2024.

Integrated Investment Consultants reported no remaining iShares TIPS Bond ETF position as of Q1 2024 after selling out during the quarter.
Integrated Investment Consultants sold 2,756 iShares TIPS Bond ETF shares in Q1 2024, an estimated $296K.
Integrated Investment Consultants first reported a position in iShares TIPS Bond ETF in Q1 2016 and held it in 16 quarters.
Integrated Investment Consultants's iShares TIPS Bond ETF position peaked at $2.11M in Q1 2022.
1,045 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2024.

Based on Integrated Investment Consultants's 13F filing for Q1 2024, filed 18 Apr 2024.