Leelyn Smith’s iShares TIPS Bond ETF TIP Stock Holding History

Leelyn Smith’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	-143	Closed	-$15.2K	–	396
2022 Q4	$15.2K	Hold	143	–	–	﹤0.01%	286
2022 Q3	$15K	Buy	143 +115	+411%	+$13K	0.01%	260
2022 Q2	$3K	Sell	28 -1	-3%	-$119	﹤0.01%	354
2022 Q1	$4K	Sell	29 -10	-26%	-$1.26K	﹤0.01%	320
2021 Q4	$5K	Sell	39 -2	-5%	-$258	﹤0.01%	326
2021 Q3	$5K	Sell	41 -3	-7%	-$387	﹤0.01%	321
2021 Q2	$6K	Sell	44 -2	-4%	-$254	﹤0.01%	310
2021 Q1	$6K	Buy	46 +22	+92%	+$2.79K	﹤0.01%	326
2020 Q4	$3K	Hold	24	–	–	﹤0.01%	326
2020 Q3	$3K	Sell	24 -41	-63%	-$5.15K	﹤0.01%	310
2020 Q2	$8K	Buy	65 +27	+71%	+$3.28K	﹤0.01%	339
2020 Q1	$4K	Sell	38 -64	-63%	-$7.54K	﹤0.01%	298
2019 Q4	$12	Buy	+102	New	+$11.9K	0.01%	253

Other funds holding TIP

BlackRock New York $5.7T 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 New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management

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

Mitsubishi UFJ Trust & Banking

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return