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Jenkins Wealth’s iShares TIPS Bond ETF TIP Stock Holding History

Jenkins Wealth’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 		$1.31M Buy
+12,274
New +$1.31M 0.53% 18
2021
Q4 		$18.7M Buy
+151,328
New +$19.5M 6.09% 7

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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jenkins Wealth's TIP Position: Q4 2022 in Review

Jenkins Wealth opened a new position in iShares TIPS Bond ETF (TIP) in Q4 2022: 12,274 shares worth $1.31M. The stake represents 0.53% of the portfolio and ranks #18 among its holdings. This is a return to the name: Jenkins Wealth previously reported a position in TIP as recently as Q4 2021.

Jenkins Wealth first reported a position in TIP in Q4 2021 and has held it in 2 quarters since. The position peaked at $18.7M in Q4 2021. 1,220 funds tracked by Wall St. Rank hold TIP as of Q4 2022.

  • Jenkins Wealth held 12,274 shares of iShares TIPS Bond ETF worth $1.31M as of Q4 2022.
  • iShares TIPS Bond ETF was a new Jenkins Wealth position in Q4 2022.
  • iShares TIPS Bond ETF made up 0.53% of Jenkins Wealth's portfolio in Q4 2022, its #18 holding.
  • Jenkins Wealth first reported a position in iShares TIPS Bond ETF in Q4 2021 and has held it in 2 quarters since.
  • Jenkins Wealth's iShares TIPS Bond ETF position peaked at $18.7M in Q4 2021.
  • 1,220 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2022.

Based on Jenkins Wealth's 13F filing for Q4 2022, filed 11 Jan 2023.