JMF
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Johnson Midwest Financial’s iShares TIPS Bond ETF TIP Stock Holding History

Johnson Midwest Financial’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 		$22.6K Hold
218
– – 0.05% 131
2023
Q2 		$23.5K Hold
218
– – 0.02% 133
2023
Q1 		$24K Hold
218
– – 0.03% 135
2022
Q4 		$23K Hold
218
– – 0.08% 129
2022
Q3 		$23 Buy
+218
New +$24.7K 0.09% 127

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Johnson Midwest Financial's TIP Position: Q3 2023 in Review

Johnson Midwest Financial held its iShares TIPS Bond ETF (TIP) position steady in Q3 2023 at 218 shares worth $22.6K. The position accounts for 0.05% of the portfolio, ranked #131.

Johnson Midwest Financial first reported a position in TIP in Q3 2022 and has held it in 5 quarters since. The position peaked at $24K in Q1 2023. 1,099 funds tracked by Wall St. Rank hold TIP as of Q3 2023.

  • Johnson Midwest Financial held 218 shares of iShares TIPS Bond ETF worth $22.6K as of Q3 2023.
  • Johnson Midwest Financial left its iShares TIPS Bond ETF share count unchanged in Q3 2023.
  • iShares TIPS Bond ETF made up 0.05% of Johnson Midwest Financial's portfolio in Q3 2023, its #131 holding.
  • Johnson Midwest Financial first reported a position in iShares TIPS Bond ETF in Q3 2022 and has held it in 5 quarters since.
  • Johnson Midwest Financial's iShares TIPS Bond ETF position peaked at $24K in Q1 2023.
  • 1,099 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2023.

Based on Johnson Midwest Financial's 13F filing for Q3 2023, filed 7 Nov 2023.