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Investment House LLC’s iShares TIPS Bond ETF TIP Stock Holding History

Investment House LLC’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
Q1 		– Sell
-6,092
Closed -$648K – 185
2022
Q4 		$648K Buy
+6,092
New +$651K 0.06% 122
2019
Q4 		– Sell
-7,981
Closed -$928K – 233
2019
Q3 		$928K Buy
+7,981
New +$926K 0.09% 113
2018
Q2 		– Sell
-4,590
Closed -$519K – 201
2018
Q1 		$519K Sell
4,590
-215
-4% -$24.2K 0.06% 134
2017
Q4 		$548K Hold
4,805
– – 0.07% 134
2017
Q3 		$546K Hold
4,805
– – 0.07% 133
2017
Q2 		$545K Hold
4,805
– – 0.07% 140
2017
Q1 		$551K Buy
+4,805
New +$547K 0.08% 133

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Investment House LLC's TIP Position: Q1 2023 in Review

Investment House LLC sold out of iShares TIPS Bond ETF (TIP) in Q1 2023, closing a stake of 6,092 shares — an estimated $648K sold.

Investment House LLC first reported a position in TIP in Q1 2017 and held it in 7 quarters. The position peaked at $928K in Q3 2019. 1,112 funds tracked by Wall St. Rank hold TIP as of Q1 2023.

  • Investment House LLC reported no remaining iShares TIPS Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Investment House LLC sold 6,092 iShares TIPS Bond ETF shares in Q1 2023, an estimated $648K.
  • Investment House LLC first reported a position in iShares TIPS Bond ETF in Q1 2017 and held it in 7 quarters.
  • Investment House LLC's iShares TIPS Bond ETF position peaked at $928K in Q3 2019.
  • 1,112 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2023.

Based on Investment House LLC's 13F filing for Q1 2023, filed 9 May 2023.