Lindbrook Capital’s iShares TIPS Bond ETF TIP Stock Holding History

Lindbrook Capital’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 Q4	–	Sell	-22	Closed	-$2.28K	–	2822
2023 Q3	$2.28K	Buy	+22	New	+$2.33K	﹤0.01%	2074
2022 Q4	–	Sell	-1,000	Closed	-$105K	–	3005
2022 Q3	$105K	Hold	1,000	–	–	0.02%	421
2022 Q2	$114K	Hold	1,000	–	–	0.02%	416
2022 Q1	$125K	Hold	1,000	–	–	0.02%	400
2021 Q4	$129K	Buy	+1,000	New	+$129K	0.02%	424
2020 Q2	–	Sell	-45	Closed	-$5K	–	1888
2020 Q1	$5K	Hold	45	–	–	﹤0.01%	1024
2019 Q4	$5K	Hold	45	–	–	﹤0.01%	1118
2019 Q3	$5K	Hold	45	–	–	﹤0.01%	1082
2019 Q2	$5K	Hold	45	–	–	﹤0.01%	1070
2019 Q1	$5K	Hold	45	–	–	﹤0.01%	1083
2018 Q4	$4K	Buy	+45	New	+$4.91K	﹤0.01%	1082

Other funds holding TIP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Lindbrook Capital's TIP Position: Q4 2023 in Review

Lindbrook Capital sold out of iShares TIPS Bond ETF (TIP) in Q4 2023, closing a stake of 22 shares — an estimated $2.28K sold.

Lindbrook Capital first reported a position in TIP in Q4 2018 and held it in 11 quarters. The position peaked at $129K in Q4 2021. 1,100 funds tracked by Wall St. Rank hold TIP as of Q4 2023.

Lindbrook Capital reported no remaining iShares TIPS Bond ETF position as of Q4 2023 after selling out during the quarter.
Lindbrook Capital sold 22 iShares TIPS Bond ETF shares in Q4 2023, an estimated $2.28K.
Lindbrook Capital first reported a position in iShares TIPS Bond ETF in Q4 2018 and held it in 11 quarters.
Lindbrook Capital's iShares TIPS Bond ETF position peaked at $129K in Q4 2021.
1,100 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2023.

Based on Lindbrook Capital's 13F filing for Q4 2023, filed 1 Feb 2024.