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

Loveless 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
2022
Q2 		$237K Sell
2,080
-495
-19% -$58.7K 0.16% 117
2022
Q1 		$321K Buy
2,575
+2
+0.1% +$252 0.18% 112
2021
Q4 		$332K Buy
2,573
+2
+0.1% +$258 0.18% 111
2021
Q3 		$328K Buy
+2,571
New +$331K 0.2% 109

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Loveless Wealth Management's TIP Position: Q2 2022 in Review

Loveless Wealth Management reduced its iShares TIPS Bond ETF (TIP) stake by 19% in Q2 2022, selling an estimated $58.7K and leaving 2,080 shares worth $237K. The position accounts for 0.16% of the portfolio, ranked #117.

Loveless Wealth Management first reported a position in TIP in Q3 2021 and has held it in 4 quarters since. The position peaked at $332K in Q4 2021. 1,291 funds tracked by Wall St. Rank hold TIP as of Q2 2022.

  • Loveless Wealth Management held 2,080 shares of iShares TIPS Bond ETF worth $237K as of Q2 2022.
  • Loveless Wealth Management sold 495 iShares TIPS Bond ETF shares in Q2 2022, an estimated $58.7K.
  • iShares TIPS Bond ETF made up 0.16% of Loveless Wealth Management's portfolio in Q2 2022, its #117 holding.
  • Loveless Wealth Management first reported a position in iShares TIPS Bond ETF in Q3 2021 and has held it in 4 quarters since.
  • Loveless Wealth Management's iShares TIPS Bond ETF position peaked at $332K in Q4 2021.
  • 1,291 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2022.

Based on Loveless Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.