IIM
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InTrack Investment Management’s iShares TIPS Bond ETF TIP Stock Holding History

InTrack Investment 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
2023
Q3 		– Sell
-2,980
Closed -$321K – 143
2023
Q2 		$321K Sell
2,980
-180
-6% -$19.6K 0.26% 112
2023
Q1 		$350K Sell
3,160
-175
-5% -$18.9K 0.32% 93
2022
Q4 		$355K Sell
3,335
-100
-3% -$10.7K 0.36% 78
2022
Q3 		$360K Sell
3,435
-100
-3% -$11.3K 0.4% 79
2022
Q2 		$403K Sell
3,535
-165
-4% -$19.6K 0.41% 75
2022
Q1 		$461K Sell
3,700
-3,089
-46% -$389K 0.37% 84
2021
Q4 		$877K Buy
6,789
+268
+4% +$34.6K 0.61% 62
2021
Q3 		$835K Sell
6,521
-5,543
-46% -$715K 0.61% 66
2021
Q2 		$1.55M Buy
12,064
+1,696
+16% +$215K 1.21% 32
2021
Q1 		$1.3M Buy
10,368
+3,746
+57% +$474K 1.19% 31
2020
Q4 		$845K Buy
+6,622
New +$835K 0.84% 49

Other funds holding TIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

InTrack Investment Management's TIP Position: Q3 2023 in Review

InTrack Investment Management sold out of iShares TIPS Bond ETF (TIP) in Q3 2023, closing a stake of 2,980 shares — an estimated $321K sold.

InTrack Investment Management first reported a position in TIP in Q4 2020 and held it in 11 quarters. The position peaked at $1.55M in Q2 2021. 1,100 funds tracked by Wall St. Rank hold TIP as of Q3 2023.

  • InTrack Investment Management reported no remaining iShares TIPS Bond ETF position as of Q3 2023 after selling out during the quarter.
  • InTrack Investment Management sold 2,980 iShares TIPS Bond ETF shares in Q3 2023, an estimated $321K.
  • InTrack Investment Management first reported a position in iShares TIPS Bond ETF in Q4 2020 and held it in 11 quarters.
  • InTrack Investment Management's iShares TIPS Bond ETF position peaked at $1.55M in Q2 2021.
  • 1,100 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2023.

Based on InTrack Investment Management's 13F filing for Q3 2023, filed 20 Oct 2023.