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LWM Advisory Services’s iShares TIPS Bond ETF TIP Stock Holding History

LWM Advisory Services’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
-843
Closed -$87.5K – 143
2023
Q3 		$87.5K Buy
+843
New +$89.2K 0.09% 84
2022
Q1 		– Sell
-2,060
Closed -$266K – 123
2021
Q4 		$266K Buy
+2,060
New +$266K 0.33% 85

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

LWM Advisory Services's TIP Position: Q4 2023 in Review

LWM Advisory Services sold out of iShares TIPS Bond ETF (TIP) in Q4 2023, closing a stake of 843 shares — an estimated $87.5K sold.

LWM Advisory Services first reported a position in TIP in Q4 2021 and held it in 2 quarters. The position peaked at $266K in Q4 2021. 1,100 funds tracked by Wall St. Rank hold TIP as of Q4 2023.

  • LWM Advisory Services reported no remaining iShares TIPS Bond ETF position as of Q4 2023 after selling out during the quarter.
  • LWM Advisory Services sold 843 iShares TIPS Bond ETF shares in Q4 2023, an estimated $87.5K.
  • LWM Advisory Services first reported a position in iShares TIPS Bond ETF in Q4 2021 and held it in 2 quarters.
  • LWM Advisory Services's iShares TIPS Bond ETF position peaked at $266K in Q4 2021.
  • 1,100 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2023.

Based on LWM Advisory Services's 13F filing for Q4 2023, filed 5 Feb 2024.