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Maripau Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History

Maripau 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
2024
Q3 		– Sell
-2,282
Closed -$244K – 124
2024
Q2 		$244K Sell
2,282
-213
-9% -$22.6K 0.17% 124
2024
Q1 		$268K Sell
2,495
-1,227
-33% -$131K 0.2% 104
2023
Q4 		$400K Sell
3,722
-657
-15% -$68.7K 0.35% 59
2023
Q3 		$454K Buy
+4,379
New +$463K 0.42% 54
2022
Q4 		– Sell
-2,179
Closed -$232K – 86
2022
Q3 		$232K Sell
2,179
-2,147
-50% -$243K 0.25% 73
2022
Q2 		$507K Buy
4,326
+401
+10% +$47.6K 0.55% 42
2022
Q1 		$470K Buy
3,925
+614
+19% +$77.2K 0.42% 53
2021
Q4 		$407K Buy
+3,311
New +$427K 0.39% 56

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
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

Maripau Wealth Management's TIP Position: Q3 2024 in Review

Maripau Wealth Management sold out of iShares TIPS Bond ETF (TIP) in Q3 2024, closing a stake of 2,282 shares — an estimated $244K sold.

Maripau Wealth Management first reported a position in TIP in Q4 2021 and held it in 8 quarters. The position peaked at $507K in Q2 2022. 959 funds tracked by Wall St. Rank hold TIP as of Q3 2024.

  • Maripau Wealth Management reported no remaining iShares TIPS Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Maripau Wealth Management sold 2,282 iShares TIPS Bond ETF shares in Q3 2024, an estimated $244K.
  • Maripau Wealth Management first reported a position in iShares TIPS Bond ETF in Q4 2021 and held it in 8 quarters.
  • Maripau Wealth Management's iShares TIPS Bond ETF position peaked at $507K in Q2 2022.
  • 959 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2024.

Based on Maripau Wealth Management's 13F filing for Q3 2024, filed 21 Oct 2024.