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 New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Marks Group Wealth Management's TIP Position: Q4 2022 in Review

Marks Group Wealth Management sold out of iShares TIPS Bond ETF (TIP) in Q4 2022, closing a stake of 4,548 shares — an estimated $477K sold.

Marks Group Wealth Management first reported a position in TIP in Q4 2019 and held it in 12 quarters. The position peaked at $942K in Q4 2021. 1,220 funds tracked by Wall St. Rank hold TIP as of Q4 2022.

Marks Group Wealth Management reported no remaining iShares TIPS Bond ETF position as of Q4 2022 after selling out during the quarter.
Marks Group Wealth Management sold 4,548 iShares TIPS Bond ETF shares in Q4 2022, an estimated $477K.
Marks Group Wealth Management first reported a position in iShares TIPS Bond ETF in Q4 2019 and held it in 12 quarters.
Marks Group Wealth Management's iShares TIPS Bond ETF position peaked at $942K in Q4 2021.
1,220 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2022.

Based on Marks Group Wealth Management's 13F filing for Q4 2022, filed 6 Feb 2023.