KC
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Kenfarb & Co’s iShares TIPS Bond ETF TIP Stock Holding History

Kenfarb & Co’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 		$20.7K Hold
200
– – 0.02% 161
2023
Q2 		$21.5K Hold
200
– – 0.02% 159
2023
Q1 		$22K Hold
200
– – 0.02% 154
2022
Q4 		$21.3K Hold
200
– – 0.02% 161
2022
Q3 		$21K Buy
+200
New +$22.6K 0.02% 161

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

Kenfarb & Co's TIP Position: Q3 2023 in Review

Kenfarb & Co held its iShares TIPS Bond ETF (TIP) position steady in Q3 2023 at 200 shares worth $20.7K. The position accounts for 0.02% of the portfolio, ranked #161.

Kenfarb & Co first reported a position in TIP in Q3 2022 and has held it in 5 quarters since. The position peaked at $22K in Q1 2023. 1,099 funds tracked by Wall St. Rank hold TIP as of Q3 2023.

  • Kenfarb & Co held 200 shares of iShares TIPS Bond ETF worth $20.7K as of Q3 2023.
  • Kenfarb & Co left its iShares TIPS Bond ETF share count unchanged in Q3 2023.
  • iShares TIPS Bond ETF made up 0.02% of Kenfarb & Co's portfolio in Q3 2023, its #161 holding.
  • Kenfarb & Co first reported a position in iShares TIPS Bond ETF in Q3 2022 and has held it in 5 quarters since.
  • Kenfarb & Co's iShares TIPS Bond ETF position peaked at $22K in Q1 2023.
  • 1,099 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2023.

Based on Kenfarb & Co's 13F filing for Q3 2023, filed 14 Nov 2023.