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

KerberRose 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
2022 Q2	$5.94M	Buy	+52,159	New	+$6.19M	4.84%	4

Other funds holding TIP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

KerberRose Wealth Management's TIP Position: Q2 2022 in Review

KerberRose Wealth Management opened a new position in iShares TIPS Bond ETF (TIP) in Q2 2022: 52,159 shares worth $5.94M. The stake represents 4.84% of the portfolio and ranks #4 among its holdings.

1,292 funds tracked by Wall St. Rank hold TIP as of Q2 2022.

KerberRose Wealth Management held 52,159 shares of iShares TIPS Bond ETF worth $5.94M as of Q2 2022.
iShares TIPS Bond ETF was a new KerberRose Wealth Management position in Q2 2022.
iShares TIPS Bond ETF made up 4.84% of KerberRose Wealth Management's portfolio in Q2 2022, its #4 holding.
1,292 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2022.

Based on KerberRose Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.