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Legacy Capital Wealth Partners’s iShares TIPS Bond ETF TIP Stock Holding History

Legacy Capital Wealth Partners’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
Q2 		– Sell
-28,850
Closed -$3.17M – 363
2024
Q1 		$3.17M Buy
+28,850
New +$3.08M 2.25% 12

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Legacy Capital Wealth Partners's TIP Position: Q2 2024 in Review

Legacy Capital Wealth Partners sold out of iShares TIPS Bond ETF (TIP) in Q2 2024, closing a stake of 28,850 shares — an estimated $3.17M sold.

Legacy Capital Wealth Partners first reported a position in TIP in Q1 2024 and held it in 1 quarter. The position peaked at $3.17M in Q1 2024. 1,023 funds tracked by Wall St. Rank hold TIP as of Q2 2024.

  • Legacy Capital Wealth Partners reported no remaining iShares TIPS Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Legacy Capital Wealth Partners sold 28,850 iShares TIPS Bond ETF shares in Q2 2024, an estimated $3.17M.
  • Legacy Capital Wealth Partners first reported a position in iShares TIPS Bond ETF in Q1 2024 and held it in 1 quarter.
  • Legacy Capital Wealth Partners's iShares TIPS Bond ETF position peaked at $3.17M in Q1 2024.
  • 1,023 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2024.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2024, filed 2 Aug 2024.