LBC
TIP icon

Lowe Brockenbrough & Co’s iShares TIPS Bond ETF TIP Stock Holding History

Lowe Brockenbrough & Co’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
-2,625
Closed -$272K – 268
2023
Q3 		$272K Sell
2,625
-382
-13% -$40.4K 0.02% 244
2023
Q2 		$324K Hold
3,007
– – 0.02% 239
2023
Q1 		$332K Hold
3,007
– – 0.03% 232
2022
Q4 		$320K Hold
3,007
– – 0.03% 230
2022
Q3 		$315K Hold
3,007
– – 0.03% 224
2022
Q2 		$343K Hold
3,007
– – 0.03% 228
2022
Q1 		$375K Buy
+3,007
New +$378K 0.03% 228
2021
Q4 		– Sell
-2,625
Closed -$335K – 274
2021
Q3 		$335K Buy
+2,625
New +$338K 0.03% 235

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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 $666B AUM 30.12% 1-Year Est. Return
LPL Financial
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

Lowe Brockenbrough & Co's TIP Position: Q4 2023 in Review

Lowe Brockenbrough & Co sold out of iShares TIPS Bond ETF (TIP) in Q4 2023, closing a stake of 2,625 shares — an estimated $272K sold.

Lowe Brockenbrough & Co first reported a position in TIP in Q3 2021 and held it in 8 quarters. The position peaked at $375K in Q1 2022. 1,100 funds tracked by Wall St. Rank hold TIP as of Q4 2023.

  • Lowe Brockenbrough & Co reported no remaining iShares TIPS Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Lowe Brockenbrough & Co sold 2,625 iShares TIPS Bond ETF shares in Q4 2023, an estimated $272K.
  • Lowe Brockenbrough & Co first reported a position in iShares TIPS Bond ETF in Q3 2021 and held it in 8 quarters.
  • Lowe Brockenbrough & Co's iShares TIPS Bond ETF position peaked at $375K in Q1 2022.
  • 1,100 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2023.

Based on Lowe Brockenbrough & Co's 13F filing for Q4 2023, filed 14 Feb 2024.