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Litman Gregory Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History

Litman Gregory Wealth Management’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
-2,781
Closed -$288K – 125
2023
Q3 		$288K Buy
2,781
+174
+7% +$18.4K 0.03% 104
2023
Q2 		$281K Buy
+2,607
New +$284K 0.04% 72
2023
Q1 		– Sell
-4,335
Closed -$461K – 89
2022
Q4 		$461K Sell
4,335
-75
-2% -$8.01K 0.06% 59
2022
Q3 		$463K Sell
4,410
-336
-7% -$38.1K 0.07% 51
2022
Q2 		$541K Buy
+4,746
New +$563K 0.08% 61
2022
Q1 		– Sell
-3,735
Closed -$483K – 80
2021
Q4 		$483K Buy
3,735
+1,815
+95% +$234K 0.08% 56
2021
Q3 		$245K Buy
+1,920
New +$248K 0.05% 66
2021
Q2 		– Sell
-895
Closed -$112K – 176
2021
Q1 		$112K Hold
895
– – 0.02% 72
2020
Q4 		$114K Sell
895
-140
-14% -$17.7K 0.02% 70
2020
Q3 		$131K Buy
1,035
+140
+16% +$17.6K 0.03% 64
2020
Q2 		$110K Buy
+895
New +$109K 0.02% 66

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

Litman Gregory Wealth Management's TIP Position: Q4 2023 in Review

Litman Gregory Wealth Management sold out of iShares TIPS Bond ETF (TIP) in Q4 2023, closing a stake of 2,781 shares — an estimated $288K sold.

Litman Gregory Wealth Management first reported a position in TIP in Q2 2020 and held it in 11 quarters. The position peaked at $541K in Q2 2022. 1,102 funds tracked by Wall St. Rank hold TIP as of Q4 2023.

  • Litman Gregory Wealth Management reported no remaining iShares TIPS Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 2,781 iShares TIPS Bond ETF shares in Q4 2023, an estimated $288K.
  • Litman Gregory Wealth Management first reported a position in iShares TIPS Bond ETF in Q2 2020 and held it in 11 quarters.
  • Litman Gregory Wealth Management's iShares TIPS Bond ETF position peaked at $541K in Q2 2022.
  • 1,102 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2023.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2023, filed 31 Jan 2024.