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Investors Asset Management of Georgia’s iShares TIPS Bond ETF TIP Stock Holding History

Investors Asset Management of Georgia’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
2022
Q4 		– Sell
-86
Closed -$9K – 474
2022
Q3 		$9K Sell
86
-8
-9% -$906 ﹤0.01% 492
2022
Q2 		$11K Buy
+94
New +$11.1K 0.01% 395

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 $1.37T AUM 24.88% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $3.05B AUM 42.78% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Investors Asset Management of Georgia's TIP Position: Q4 2022 in Review

Investors Asset Management of Georgia sold out of iShares TIPS Bond ETF (TIP) in Q4 2022, closing a stake of 86 shares — an estimated $9K sold.

Investors Asset Management of Georgia first reported a position in TIP in Q2 2022 and held it in 2 quarters. The position peaked at $11K in Q2 2022. 1,220 funds tracked by Wall St. Rank hold TIP as of Q4 2022.

  • Investors Asset Management of Georgia reported no remaining iShares TIPS Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Investors Asset Management of Georgia sold 86 iShares TIPS Bond ETF shares in Q4 2022, an estimated $9K.
  • Investors Asset Management of Georgia first reported a position in iShares TIPS Bond ETF in Q2 2022 and held it in 2 quarters.
  • Investors Asset Management of Georgia's iShares TIPS Bond ETF position peaked at $11K in Q2 2022.
  • 1,220 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2022.

Based on Investors Asset Management of Georgia's 13F filing for Q4 2022, filed 2 Feb 2023.