LWA
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Lineweaver Wealth Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Lineweaver Wealth 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
2023
Q4 		– Sell
-15,180
Closed -$1.58M – 145
2023
Q3 		$1.58M Sell
15,180
-461
-3% -$48.8K 0.46% 44
2023
Q2 		$1.68M Sell
15,641
-721
-4% -$78.5K 0.48% 45
2023
Q1 		$1.81M Sell
16,362
-28,202
-63% -$3.05M 0.56% 41
2022
Q4 		$4.75M Buy
44,564
+240
+0.5% +$25.6K 1.44% 15
2022
Q3 		$4.65M Sell
44,324
-38,990
-47% -$4.42M 1.51% 14
2022
Q2 		$9.49M Buy
+83,314
New +$9.88M 3.13% 7

Other funds holding TIP

BlackRock
BlackRock New York $5.7T 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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.26B AUM 12.5% 1-Year Est. Return