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

Laidlaw 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
2024
Q1 		– Sell
-2,929
Closed -$315K – 238
2023
Q4 		$315K Sell
2,929
-328
-10% -$34.3K 0.11% 177
2023
Q3 		$338K Sell
3,257
-3,744
-53% -$396K 0.11% 189
2023
Q2 		$753K Sell
7,001
-535
-7% -$58.3K 0.15% 151
2023
Q1 		$831K Sell
7,536
-640
-8% -$69.3K 0.17% 143
2022
Q4 		$870K Sell
8,176
-444
-5% -$47.4K 0.19% 139
2022
Q3 		$904K Sell
8,620
-3,027
-26% -$343K 0.21% 119
2022
Q2 		$1.33M Sell
11,647
-2,163
-16% -$257K 0.27% 104
2022
Q1 		$1.72M Sell
13,810
-5,036
-27% -$633K 0.29% 94
2021
Q4 		$2.44M Buy
+18,846
New +$2.43M 0.39% 64
2021
Q1 		– Sell
-28,016
Closed -$3.58M – 347
2020
Q4 		$3.58M Buy
28,016
+7,779
+38% +$981K 0.75% 25
2020
Q3 		$2.56M Buy
20,237
+15,562
+333% +$1.95M 1.14% 17
2020
Q2 		$575K Sell
4,675
-41
-0.9% -$4.99K 0.3% 92
2020
Q1 		$556K Sell
4,716
-3,515
-43% -$414K 0.36% 81
2019
Q4 		$959K Buy
+8,231
New +$957K 0.61% 61

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
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
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Laidlaw Wealth Management's TIP Position: Q1 2024 in Review

Laidlaw Wealth Management sold out of iShares TIPS Bond ETF (TIP) in Q1 2024, closing a stake of 2,929 shares — an estimated $315K sold.

Laidlaw Wealth Management first reported a position in TIP in Q4 2019 and held it in 14 quarters. The position peaked at $3.58M in Q4 2020. 1,047 funds tracked by Wall St. Rank hold TIP as of Q1 2024.

  • Laidlaw Wealth Management reported no remaining iShares TIPS Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Laidlaw Wealth Management sold 2,929 iShares TIPS Bond ETF shares in Q1 2024, an estimated $315K.
  • Laidlaw Wealth Management first reported a position in iShares TIPS Bond ETF in Q4 2019 and held it in 14 quarters.
  • Laidlaw Wealth Management's iShares TIPS Bond ETF position peaked at $3.58M in Q4 2020.
  • 1,047 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2024.

Based on Laidlaw Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.