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Laurel Wealth Planning’s iShares TIPS Bond ETF TIP Stock Holding History

Laurel Wealth Planning’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
-32
Closed -$3.41K – 185
2022
Q4 		$3.41K Hold
32
– – ﹤0.01% 189
2022
Q3 		$3K Hold
32
– – ﹤0.01% 200
2022
Q2 		$4K Sell
32
-109
-77% -$12.9K ﹤0.01% 198
2022
Q1 		$18K Sell
141
-60,502
-100% -$7.61M 0.01% 161
2021
Q4 		$7.83M Sell
60,643
-4,303
-7% -$555K 5.94% 2
2021
Q3 		$8.29M Buy
64,946
+3,959
+6% +$510K 6.7% 2
2021
Q2 		$7.81M Buy
60,987
+2,629
+5% +$334K 6.8% 2
2021
Q1 		$7.32M Buy
58,358
+6,049
+12% +$766K 6.7% 2
2020
Q4 		$6.68M Buy
+52,309
New +$6.6M 6.51% 2

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

Laurel Wealth Planning's TIP Position: Q1 2023 in Review

Laurel Wealth Planning sold out of iShares TIPS Bond ETF (TIP) in Q1 2023, closing a stake of 32 shares — an estimated $3.41K sold.

Laurel Wealth Planning first reported a position in TIP in Q4 2020 and held it in 9 quarters. The position peaked at $8.29M in Q3 2021. 1,113 funds tracked by Wall St. Rank hold TIP as of Q1 2023.

  • Laurel Wealth Planning reported no remaining iShares TIPS Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Laurel Wealth Planning sold 32 iShares TIPS Bond ETF shares in Q1 2023, an estimated $3.41K.
  • Laurel Wealth Planning first reported a position in iShares TIPS Bond ETF in Q4 2020 and held it in 9 quarters.
  • Laurel Wealth Planning's iShares TIPS Bond ETF position peaked at $8.29M in Q3 2021.
  • 1,113 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2023.

Based on Laurel Wealth Planning's 13F filing for Q1 2023, filed 18 Apr 2023.