MCG
TIP icon

McCollum Christoferson Group’s iShares TIPS Bond ETF TIP Stock Holding History

McCollum Christoferson Group’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
2023
Q4 		– Sell
-30,271
Closed -$3.14M – 69
2023
Q3 		$3.14M Sell
30,271
-3,150
-9% -$333K 0.97% 38
2023
Q2 		$3.6M Sell
33,421
-2,460
-7% -$268K 1.02% 37
2023
Q1 		$3.96M Sell
35,881
-1,460
-4% -$158K 1.22% 34
2022
Q4 		$3.97M Sell
37,341
-780
-2% -$83.3K 1.26% 35
2022
Q3 		$4M Sell
38,121
-490
-1% -$55.5K 1.34% 33
2022
Q2 		$4.4M Buy
38,611
+945
+3% +$112K 1.34% 34
2022
Q1 		$4.69M Sell
37,666
-230
-0.6% -$28.9K 1.16% 38
2021
Q4 		$4.9M Sell
37,896
-1,020
-3% -$132K 1.1% 38
2021
Q3 		$4.97M Buy
38,916
+1,175
+3% +$152K 1.18% 38
2021
Q2 		$4.83M Buy
37,741
+260
+0.7% +$33K 1.15% 40
2021
Q1 		$4.7M Sell
37,481
-520
-1% -$65.8K 1.19% 40
2020
Q4 		$4.85M Buy
38,001
+2,572
+7% +$324K 1.24% 41
2020
Q3 		$4.48M Buy
35,429
+530
+2% +$66.6K 1.29% 39
2020
Q2 		$4.29M Sell
34,899
-740
-2% -$90K 1.39% 36
2020
Q1 		$4.2M Buy
35,639
+5,410
+18% +$637K 1.68% 30
2019
Q4 		$3.52M Sell
30,229
-800
-3% -$93K 1.18% 43
2019
Q3 		$3.61M Buy
31,029
+1,585
+5% +$184K 1.29% 40
2019
Q2 		$3.4M Sell
29,444
-30
-0.1% -$3.41K 1.2% 42
2019
Q1 		$3.33M Sell
29,474
-135
-0.5% -$15K 1.23% 43
2018
Q4 		$3.24M Sell
29,609
-845
-3% -$92.3K 1.37% 40
2018
Q3 		$3.37M Sell
30,454
-82
-0.3% -$9.16K 1.24% 43
2018
Q2 		$3.45M Sell
30,536
-225
-0.7% -$25.3K 1.4% 38
2018
Q1 		$3.48M Buy
30,761
+1,065
+4% +$120K 1.45% 36
2017
Q4 		$3.39M Buy
+29,696
New +$3.38M 1.4% 40

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

McCollum Christoferson Group's TIP Position: Q4 2023 in Review

McCollum Christoferson Group sold out of iShares TIPS Bond ETF (TIP) in Q4 2023, closing a stake of 30,271 shares — an estimated $3.14M sold.

McCollum Christoferson Group first reported a position in TIP in Q4 2017 and held it in 24 quarters. The position peaked at $4.97M in Q3 2021. 1,101 funds tracked by Wall St. Rank hold TIP as of Q4 2023.

  • McCollum Christoferson Group reported no remaining iShares TIPS Bond ETF position as of Q4 2023 after selling out during the quarter.
  • McCollum Christoferson Group sold 30,271 iShares TIPS Bond ETF shares in Q4 2023, an estimated $3.14M.
  • McCollum Christoferson Group first reported a position in iShares TIPS Bond ETF in Q4 2017 and held it in 24 quarters.
  • McCollum Christoferson Group's iShares TIPS Bond ETF position peaked at $4.97M in Q3 2021.
  • 1,101 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2023.

Based on McCollum Christoferson Group's 13F filing for Q4 2023, filed 19 Jan 2024.