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

Integrity Wealth Solutions’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
-3,224
Closed -$347K – 105
2023
Q4 		$347K Buy
+3,224
New +$337K 0.24% 66

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
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 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

Integrity Wealth Solutions's TIP Position: Q1 2024 in Review

Integrity Wealth Solutions sold out of iShares TIPS Bond ETF (TIP) in Q1 2024, closing a stake of 3,224 shares — an estimated $347K sold.

Integrity Wealth Solutions first reported a position in TIP in Q4 2023 and held it in 1 quarter. The position peaked at $347K in Q4 2023. 1,045 funds tracked by Wall St. Rank hold TIP as of Q1 2024.

  • Integrity Wealth Solutions reported no remaining iShares TIPS Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Integrity Wealth Solutions sold 3,224 iShares TIPS Bond ETF shares in Q1 2024, an estimated $347K.
  • Integrity Wealth Solutions first reported a position in iShares TIPS Bond ETF in Q4 2023 and held it in 1 quarter.
  • Integrity Wealth Solutions's iShares TIPS Bond ETF position peaked at $347K in Q4 2023.
  • 1,045 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2024.

Based on Integrity Wealth Solutions's 13F filing for Q1 2024, filed 18 Apr 2024.