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Keystone Wealth Services’s iShares TIPS Bond ETF TIP Stock Holding History

Keystone Wealth Services’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
-6,139
Closed -$653K – 199
2022
Q4 		$653K Sell
6,139
-8,973
-59% -$958K 0.29% 80
2022
Q3 		$1.58M Sell
15,112
-5,611
-27% -$635K 0.75% 29
2022
Q2 		$2.36M Buy
20,723
+3,374
+19% +$400K 1.06% 21
2022
Q1 		$2.16M Sell
17,349
-13,772
-44% -$1.73M 0.86% 27
2021
Q4 		$4.02M Buy
+31,121
New +$4.01M 1.63% 13

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Keystone Wealth Services's TIP Position: Q1 2023 in Review

Keystone Wealth Services sold out of iShares TIPS Bond ETF (TIP) in Q1 2023, closing a stake of 6,139 shares — an estimated $653K sold.

Keystone Wealth Services first reported a position in TIP in Q4 2021 and held it in 5 quarters. The position peaked at $4.02M in Q4 2021. 1,113 funds tracked by Wall St. Rank hold TIP as of Q1 2023.

  • Keystone Wealth Services reported no remaining iShares TIPS Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Keystone Wealth Services sold 6,139 iShares TIPS Bond ETF shares in Q1 2023, an estimated $653K.
  • Keystone Wealth Services first reported a position in iShares TIPS Bond ETF in Q4 2021 and held it in 5 quarters.
  • Keystone Wealth Services's iShares TIPS Bond ETF position peaked at $4.02M in Q4 2021.
  • 1,113 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2023.

Based on Keystone Wealth Services's 13F filing for Q1 2023, filed 7 Apr 2023.