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Koss-Olinger Consulting’s iShares TIPS Bond ETF TIP Stock Holding History

Koss-Olinger Consulting’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 		– Sell
-2,447
Closed -$263K – 304
2023
Q2 		$263K Buy
2,447
+100
+4% +$10.9K 0.03% 208
2023
Q1 		$259K Buy
+2,347
New +$254K 0.03% 194

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

Koss-Olinger Consulting's TIP Position: Q3 2023 in Review

Koss-Olinger Consulting sold out of iShares TIPS Bond ETF (TIP) in Q3 2023, closing a stake of 2,447 shares — an estimated $263K sold.

Koss-Olinger Consulting first reported a position in TIP in Q1 2023 and held it in 2 quarters. The position peaked at $263K in Q2 2023. 1,099 funds tracked by Wall St. Rank hold TIP as of Q3 2023.

  • Koss-Olinger Consulting reported no remaining iShares TIPS Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Koss-Olinger Consulting sold 2,447 iShares TIPS Bond ETF shares in Q3 2023, an estimated $263K.
  • Koss-Olinger Consulting first reported a position in iShares TIPS Bond ETF in Q1 2023 and held it in 2 quarters.
  • Koss-Olinger Consulting's iShares TIPS Bond ETF position peaked at $263K in Q2 2023.
  • 1,099 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2023.

Based on Koss-Olinger Consulting's 13F filing for Q3 2023, filed 11 Oct 2023.