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LVZ Inc’s iShares TIPS Bond ETF TIP Stock Holding History

LVZ Inc’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
Q2 		– Sell
-2,673
Closed -$295K – 162
2023
Q1 		$295K Hold
2,673
– – 0.04% 109
2022
Q4 		$285K Buy
+2,673
New +$285K 0.04% 102
2022
Q3 		– Sell
-1,864
Closed -$212K – 122
2022
Q2 		$212K Hold
1,864
– – 0.04% 100
2022
Q1 		$232K Buy
+1,864
New +$234K 0.03% 97

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LVZ Inc's TIP Position: Q2 2023 in Review

LVZ Inc sold out of iShares TIPS Bond ETF (TIP) in Q2 2023, closing a stake of 2,673 shares — an estimated $295K sold.

LVZ Inc first reported a position in TIP in Q1 2022 and held it in 4 quarters. The position peaked at $295K in Q1 2023. 1,075 funds tracked by Wall St. Rank hold TIP as of Q2 2023.

  • LVZ Inc reported no remaining iShares TIPS Bond ETF position as of Q2 2023 after selling out during the quarter.
  • LVZ Inc sold 2,673 iShares TIPS Bond ETF shares in Q2 2023, an estimated $295K.
  • LVZ Inc first reported a position in iShares TIPS Bond ETF in Q1 2022 and held it in 4 quarters.
  • LVZ Inc's iShares TIPS Bond ETF position peaked at $295K in Q1 2023.
  • 1,075 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2023.

Based on LVZ Inc's 13F filing for Q2 2023, filed 18 Jul 2023.