Intercontinental Wealth Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Intercontinental Wealth 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 Q2	$1.32M	Sell	12,254 -1,710	-12%	-$186K	0.31%	67
2023 Q1	$1.54M	Buy	+13,964	New	+$1.51M	0.39%	48
2017 Q4	–	Sell	-2,730	Closed	-$310K	–	167
2017 Q3	$310K	Sell	2,730 -5,737	-68%	-$653K	0.19%	82
2017 Q2	$960K	Buy	+8,467	New	+$968K	0.62%	37

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Intercontinental Wealth Advisors's TIP Position: Q2 2023 in Review

Intercontinental Wealth Advisors reduced its iShares TIPS Bond ETF (TIP) stake by 12% in Q2 2023, selling an estimated $186K and leaving 12,254 shares worth $1.32M. The position accounts for 0.31% of the portfolio, ranked #67.

Intercontinental Wealth Advisors first reported a position in TIP in Q2 2017 and has held it in 4 quarters since. The position peaked at $1.54M in Q1 2023. 1,075 funds tracked by Wall St. Rank hold TIP as of Q2 2023.

Intercontinental Wealth Advisors held 12,254 shares of iShares TIPS Bond ETF worth $1.32M as of Q2 2023.
Intercontinental Wealth Advisors sold 1,710 iShares TIPS Bond ETF shares in Q2 2023, an estimated $186K.
iShares TIPS Bond ETF made up 0.31% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #67 holding.
Intercontinental Wealth Advisors first reported a position in iShares TIPS Bond ETF in Q2 2017 and has held it in 4 quarters since.
Intercontinental Wealth Advisors's iShares TIPS Bond ETF position peaked at $1.54M in Q1 2023.
1,075 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.