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Life Planning Partners’s iShares TIPS Bond ETF TIP Stock Holding History

Life Planning 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
Q1 		– Sell
-280
Closed -$30.1K – 222
2023
Q4 		$30.1K Buy
+280
New +$29.3K 0.03% 119
2022
Q3 		$29.4K Sell
280
-130
-32% -$14.7K 0.03% 107
2022
Q2 		$47K Hold
410
– – 0.05% 91
2022
Q1 		$51K Hold
410
– – 0.05% 88
2021
Q4 		$53K Buy
+410
New +$52.9K 0.05% 86

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Life Planning Partners's TIP Position: Q1 2024 in Review

Life Planning Partners sold out of iShares TIPS Bond ETF (TIP) in Q1 2024, closing a stake of 280 shares — an estimated $30.1K sold.

Life Planning Partners first reported a position in TIP in Q4 2021 and held it in 5 quarters. The position peaked at $53K in Q4 2021. 1,048 funds tracked by Wall St. Rank hold TIP as of Q1 2024.

  • Life Planning Partners reported no remaining iShares TIPS Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Life Planning Partners sold 280 iShares TIPS Bond ETF shares in Q1 2024, an estimated $30.1K.
  • Life Planning Partners first reported a position in iShares TIPS Bond ETF in Q4 2021 and held it in 5 quarters.
  • Life Planning Partners's iShares TIPS Bond ETF position peaked at $53K in Q4 2021.
  • 1,048 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2024.

Based on Life Planning Partners's 13F filing for Q1 2024, filed 2 May 2024.