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Maxele Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Maxele Advisors’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 		$251K Sell
2,388
-546
-19% -$61.8K 0.42% 67
2022
Q2 		$334K Sell
2,934
-338
-10% -$40.1K 0.52% 54
2022
Q1 		$408K Sell
3,272
-1,925
-37% -$242K 0.51% 51
2021
Q4 		$671K Buy
+5,197
New +$670K 0.78% 39

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 22.96% 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

Maxele Advisors's TIP Position: Q3 2022 in Review

Maxele Advisors reduced its iShares TIPS Bond ETF (TIP) stake by 19% in Q3 2022, selling an estimated $61.8K and leaving 2,388 shares worth $251K. The position accounts for 0.42% of the portfolio, ranked #67.

Maxele Advisors first reported a position in TIP in Q4 2021 and has held it in 4 quarters since. The position peaked at $671K in Q4 2021. 1,222 funds tracked by Wall St. Rank hold TIP as of Q3 2022.

  • Maxele Advisors held 2,388 shares of iShares TIPS Bond ETF worth $251K as of Q3 2022.
  • Maxele Advisors sold 546 iShares TIPS Bond ETF shares in Q3 2022, an estimated $61.8K.
  • iShares TIPS Bond ETF made up 0.42% of Maxele Advisors's portfolio in Q3 2022, its #67 holding.
  • Maxele Advisors first reported a position in iShares TIPS Bond ETF in Q4 2021 and has held it in 4 quarters since.
  • Maxele Advisors's iShares TIPS Bond ETF position peaked at $671K in Q4 2021.
  • 1,222 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2022.

Based on Maxele Advisors's 13F filing for Q3 2022, filed 1 Dec 2025.