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Key Bridge Compliance’s iShares TIPS Bond ETF TIP Stock Holding History

Key Bridge Compliance’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 		$209K Buy
+2,015
New +$213K 0.07% 111

Other funds holding TIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Key Bridge Compliance's TIP Position: Q3 2023 in Review

Key Bridge Compliance opened a new position in iShares TIPS Bond ETF (TIP) in Q3 2023: 2,015 shares worth $209K. The stake represents 0.07% of the portfolio and ranks #111 among its holdings.

1,100 funds tracked by Wall St. Rank hold TIP as of Q3 2023.

  • Key Bridge Compliance held 2,015 shares of iShares TIPS Bond ETF worth $209K as of Q3 2023.
  • iShares TIPS Bond ETF was a new Key Bridge Compliance position in Q3 2023.
  • iShares TIPS Bond ETF made up 0.07% of Key Bridge Compliance's portfolio in Q3 2023, its #111 holding.
  • 1,100 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2023.

Based on Key Bridge Compliance's 13F filing for Q3 2023, filed 13 Oct 2023.