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Mader & Shannon Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History

Mader & Shannon 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
Q3 		– Sell
-155,086
Closed -$17.7M – 20
2022
Q2 		$17.7M Buy
+155,086
New +$18.4M 10.56% 4

Other funds holding TIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mader & Shannon Wealth Management's TIP Position: Q3 2022 in Review

Mader & Shannon Wealth Management sold out of iShares TIPS Bond ETF (TIP) in Q3 2022, closing a stake of 155,086 shares — an estimated $17.7M sold.

Mader & Shannon Wealth Management first reported a position in TIP in Q2 2022 and held it in 1 quarter. The position peaked at $17.7M in Q2 2022. 1,223 funds tracked by Wall St. Rank hold TIP as of Q3 2022.

  • Mader & Shannon Wealth Management reported no remaining iShares TIPS Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Mader & Shannon Wealth Management sold 155,086 iShares TIPS Bond ETF shares in Q3 2022, an estimated $17.7M.
  • Mader & Shannon Wealth Management first reported a position in iShares TIPS Bond ETF in Q2 2022 and held it in 1 quarter.
  • Mader & Shannon Wealth Management's iShares TIPS Bond ETF position peaked at $17.7M in Q2 2022.
  • 1,223 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2022.

Based on Mader & Shannon Wealth Management's 13F filing for Q3 2022, filed 27 Oct 2022.