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

Lake Point 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	$1K	Buy	8 +7	+700%	+$830	﹤0.01%	411
2022 Q1	$0	Hold	1	–	–	﹤0.01%	481
2021 Q4	$0	Hold	1	–	–	﹤0.01%	484
2021 Q3	$0	Hold	1	–	–	﹤0.01%	456
2021 Q2	$0	Buy	+1	New	+$127	﹤0.01%	440
2020 Q1	$2K	Hold	13	–	–	﹤0.01%	281
2019 Q4	$2K	Buy	+13	New	+$1.51K	﹤0.01%	514
2019 Q2	$3K	Hold	28	–	–	﹤0.01%	494
2019 Q1	$3K	Sell	28 -1,441	-98%	-$160K	﹤0.01%	494
2018 Q4	$161K	Buy	+1,469	New	+$160K	0.06%	172

Other funds holding TIP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lake Point Wealth Management's TIP Position: Q2 2022 in Review

Lake Point Wealth Management increased its iShares TIPS Bond ETF (TIP) stake by 700% in Q2 2022, buying an estimated $830 and bringing the position to 8 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #411.

Lake Point Wealth Management first reported a position in TIP in Q4 2018 and has held it in 10 quarters since. The position peaked at $161K in Q4 2018. 1,291 funds tracked by Wall St. Rank hold TIP as of Q2 2022.

Lake Point Wealth Management held 8 shares of iShares TIPS Bond ETF worth $1K as of Q2 2022.
Lake Point Wealth Management bought 7 iShares TIPS Bond ETF shares in Q2 2022, an estimated $830.
iShares TIPS Bond ETF made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #411 holding.
Lake Point Wealth Management first reported a position in iShares TIPS Bond ETF in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's iShares TIPS Bond ETF position peaked at $161K in Q4 2018.
1,291 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.