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Lehman & Derafelo Financial Resources’s iShares TIPS Bond ETF TIP Stock Holding History

Lehman & Derafelo Financial Resources’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
Q4 		– Sell
-4
Closed – – 181
2022
Q3 		$0 Hold
4
– – ﹤0.01% 204
2022
Q2 		$0 Buy
+4
New +$474 ﹤0.01% 212
2020
Q1 		– Sell
-8
Closed -$1K – 209
2019
Q4 		$1K Sell
8
-8
-50% -$930 ﹤0.01% 201
2019
Q3 		$2K Buy
16
+8
+100% +$929 ﹤0.01% 187
2019
Q2 		$1K Buy
+8
New +$910 ﹤0.01% 184

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Lehman & Derafelo Financial Resources's TIP Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources sold out of iShares TIPS Bond ETF (TIP) in Q4 2022, closing a stake of 4 shares.

Lehman & Derafelo Financial Resources first reported a position in TIP in Q2 2019 and held it in 5 quarters. The position peaked at $2K in Q3 2019. 1,219 funds tracked by Wall St. Rank hold TIP as of Q4 2022.

  • Lehman & Derafelo Financial Resources reported no remaining iShares TIPS Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Lehman & Derafelo Financial Resources sold 4 iShares TIPS Bond ETF shares in Q4 2022.
  • Lehman & Derafelo Financial Resources first reported a position in iShares TIPS Bond ETF in Q2 2019 and held it in 5 quarters.
  • Lehman & Derafelo Financial Resources's iShares TIPS Bond ETF position peaked at $2K in Q3 2019.
  • 1,219 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.