JSF Financial’s iShares TIPS Bond ETF TIP Stock Holding History

JSF 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 Q1	–	Sell	-16,351	Closed	-$1.74M	–	128
2022 Q4	$1.74M	Buy	+16,351	New	+$1.75M	0.65%	30

Other funds holding TIP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JSF Financial's TIP Position: Q1 2023 in Review

JSF Financial sold out of iShares TIPS Bond ETF (TIP) in Q1 2023, closing a stake of 16,351 shares — an estimated $1.74M sold.

JSF Financial first reported a position in TIP in Q4 2022 and held it in 1 quarter. The position peaked at $1.74M in Q4 2022. 1,112 funds tracked by Wall St. Rank hold TIP as of Q1 2023.

JSF Financial reported no remaining iShares TIPS Bond ETF position as of Q1 2023 after selling out during the quarter.
JSF Financial sold 16,351 iShares TIPS Bond ETF shares in Q1 2023, an estimated $1.74M.
JSF Financial first reported a position in iShares TIPS Bond ETF in Q4 2022 and held it in 1 quarter.
JSF Financial's iShares TIPS Bond ETF position peaked at $1.74M in Q4 2022.
1,112 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2023.

Based on JSF Financial's 13F filing for Q1 2023, filed 12 May 2023.