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Lumature Wealth Partners’s iShares TIPS Bond ETF TIP Stock Holding History

Lumature Wealth Partners’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
Q1 		– Sell
-109
Closed -$11.6K – 420
2022
Q4 		$11.6K Sell
109
-771
-88% -$82.3K 0.01% 299
2022
Q3 		$92K Sell
880
-605
-41% -$68.5K 0.05% 198
2022
Q2 		$169K Sell
1,485
-9,947
-87% -$1.18M 0.08% 178
2022
Q1 		$1.42M Buy
11,432
+25
+0.2% +$3.15K 0.57% 38
2021
Q4 		$1.47M Buy
11,407
+7
+0.1% +$903 0.57% 34
2021
Q3 		$1.46M Buy
11,400
+295
+3% +$38K 0.6% 32
2021
Q2 		$1.42M Buy
11,105
+920
+9% +$117K 0.59% 34
2021
Q1 		$1.28M Buy
10,185
+5,268
+107% +$667K 0.67% 34
2020
Q4 		$628K Buy
+4,917
New +$620K 0.59% 46

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Lumature Wealth Partners's TIP Position: Q1 2023 in Review

Lumature Wealth Partners sold out of iShares TIPS Bond ETF (TIP) in Q1 2023, closing a stake of 109 shares — an estimated $11.6K sold.

Lumature Wealth Partners first reported a position in TIP in Q4 2020 and held it in 9 quarters. The position peaked at $1.47M in Q4 2021. 1,113 funds tracked by Wall St. Rank hold TIP as of Q1 2023.

  • Lumature Wealth Partners reported no remaining iShares TIPS Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Lumature Wealth Partners sold 109 iShares TIPS Bond ETF shares in Q1 2023, an estimated $11.6K.
  • Lumature Wealth Partners first reported a position in iShares TIPS Bond ETF in Q4 2020 and held it in 9 quarters.
  • Lumature Wealth Partners's iShares TIPS Bond ETF position peaked at $1.47M in Q4 2021.
  • 1,113 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2023.

Based on Lumature Wealth Partners's 13F filing for Q1 2023, filed 15 May 2023.