MGWM
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Marks Group Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History

Marks Group 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
Q4 		– Sell
-4,548
Closed -$477K – 292
2022
Q3 		$477K Sell
4,548
-2,740
-38% -$310K 0.07% 206
2022
Q2 		$830K Hold
7,288
– – 0.12% 179
2022
Q1 		$908K Hold
7,288
– – 0.11% 172
2021
Q4 		$942K Buy
7,288
+2,740
+60% +$353K 0.11% 179
2021
Q3 		$581K Hold
4,548
– – 0.08% 191
2021
Q2 		$583K Hold
4,548
– – 0.08% 172
2021
Q1 		$571K Hold
4,548
– – 0.08% 168
2020
Q4 		$581K Hold
4,548
– – 0.09% 165
2020
Q3 		$575K Hold
4,548
– – 0.1% 164
2020
Q2 		$560K Hold
4,548
– – 0.11% 149
2020
Q1 		$537K Hold
4,548
– – 0.14% 144
2019
Q4 		$530K Buy
+4,548
New +$529K 0.1% 167

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return