IHWM
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Iron Horse Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History

Iron Horse Wealth 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
2021
Q2 		– Sell
-13
Closed -$2K – 212
2021
Q1 		$2K Buy
13
+3
+30% +$380 ﹤0.01% 152
2020
Q4 		$1K Buy
+10
New +$1.26K ﹤0.01% 165

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Iron Horse Wealth Management's TIP Position: Q2 2021 in Review

Iron Horse Wealth Management sold out of iShares TIPS Bond ETF (TIP) in Q2 2021, closing a stake of 13 shares — an estimated $2K sold.

Iron Horse Wealth Management first reported a position in TIP in Q4 2020 and held it in 2 quarters. The position peaked at $2K in Q1 2021. 1,139 funds tracked by Wall St. Rank hold TIP as of Q2 2021.

  • Iron Horse Wealth Management reported no remaining iShares TIPS Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Iron Horse Wealth Management sold 13 iShares TIPS Bond ETF shares in Q2 2021, an estimated $2K.
  • Iron Horse Wealth Management first reported a position in iShares TIPS Bond ETF in Q4 2020 and held it in 2 quarters.
  • Iron Horse Wealth Management's iShares TIPS Bond ETF position peaked at $2K in Q1 2021.
  • 1,139 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2021.

Based on Iron Horse Wealth Management's 13F filing for Q2 2021, filed 23 Jul 2021.