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Level Financial Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Level Financial Advisors’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
-183
Closed -$19K – 295
2022
Q3 		$19K Hold
183
– – 0.01% 141
2022
Q2 		$21K Hold
183
– – 0.02% 143
2022
Q1 		$23K Sell
183
-50
-21% -$6.29K 0.02% 120
2021
Q4 		$30K Buy
+233
New +$30K 0.02% 118

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

Level Financial Advisors's TIP Position: Q4 2022 in Review

Level Financial Advisors sold out of iShares TIPS Bond ETF (TIP) in Q4 2022, closing a stake of 183 shares — an estimated $19K sold.

Level Financial Advisors first reported a position in TIP in Q4 2021 and held it in 4 quarters. The position peaked at $30K in Q4 2021. 1,219 funds tracked by Wall St. Rank hold TIP as of Q4 2022.

  • Level Financial Advisors reported no remaining iShares TIPS Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Level Financial Advisors sold 183 iShares TIPS Bond ETF shares in Q4 2022, an estimated $19K.
  • Level Financial Advisors first reported a position in iShares TIPS Bond ETF in Q4 2021 and held it in 4 quarters.
  • Level Financial Advisors's iShares TIPS Bond ETF position peaked at $30K in Q4 2021.
  • 1,219 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2022.

Based on Level Financial Advisors's 13F filing for Q4 2022, filed 23 Jan 2023.