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Keebeck Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History

Keebeck 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
2024
Q3 		– Sell
-2,050
Closed -$219K – 277
2024
Q2 		$219K Buy
2,050
+36
+2% +$3.83K 0.03% 243
2024
Q1 		$216K Buy
2,014
+116
+6% +$12.4K 0.03% 260
2023
Q4 		$204K Sell
1,898
-753
-28% -$78.7K 0.03% 255
2023
Q3 		$275K Buy
+2,651
New +$281K 0.05% 213
2023
Q1 		– Sell
-2,717
Closed -$289K – 260
2022
Q4 		$289K Sell
2,717
-771
-22% -$82.3K 0.05% 202
2022
Q3 		$366K Sell
3,488
-922
-21% -$104K 0.07% 172
2022
Q2 		$502K Buy
+4,410
New +$523K 0.1% 156

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

Keebeck Wealth Management's TIP Position: Q3 2024 in Review

Keebeck Wealth Management sold out of iShares TIPS Bond ETF (TIP) in Q3 2024, closing a stake of 2,050 shares — an estimated $219K sold.

Keebeck Wealth Management first reported a position in TIP in Q2 2022 and held it in 7 quarters. The position peaked at $502K in Q2 2022. 959 funds tracked by Wall St. Rank hold TIP as of Q3 2024.

  • Keebeck Wealth Management reported no remaining iShares TIPS Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Keebeck Wealth Management sold 2,050 iShares TIPS Bond ETF shares in Q3 2024, an estimated $219K.
  • Keebeck Wealth Management first reported a position in iShares TIPS Bond ETF in Q2 2022 and held it in 7 quarters.
  • Keebeck Wealth Management's iShares TIPS Bond ETF position peaked at $502K in Q2 2022.
  • 959 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2024.

Based on Keebeck Wealth Management's 13F filing for Q3 2024, filed 14 Nov 2024.