McIlrath & Eck’s iShares TIPS Bond ETF TIP Stock Holding History

McIlrath & Eck’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 Q1	–	Sell	-64	Closed	-$6.88K	–	960
2023 Q4	$6.88K	Hold	64	–	–	﹤0.01%	621
2023 Q3	$6.64K	Sell	64 -73	-53%	-$7.72K	﹤0.01%	606
2023 Q2	$14.7K	Hold	137	–	–	﹤0.01%	475
2023 Q1	$15.1K	Hold	137	–	–	﹤0.01%	466
2022 Q4	$14.6K	Hold	137	–	–	﹤0.01%	462
2022 Q3	$14K	Sell	137 -71	-34%	-$8.04K	﹤0.01%	469
2022 Q2	$24K	Hold	208	–	–	0.01%	356
2022 Q1	$26K	Hold	208	–	–	0.01%	350
2021 Q4	$27K	Hold	208	–	–	0.01%	346
2021 Q3	$27K	Hold	208	–	–	0.01%	340
2021 Q2	$27K	Buy	208 +89	+75%	+$11.3K	0.01%	339
2021 Q1	$15K	Hold	119	–	–	0.01%	401
2020 Q4	$15K	Hold	119	–	–	0.01%	348
2020 Q3	$15K	Hold	119	–	–	0.01%	313
2020 Q2	$15K	Buy	119 +48	+68%	+$5.84K	0.01%	288
2020 Q1	$8K	Hold	71	–	–	﹤0.01%	349
2019 Q4	$8K	Hold	71	–	–	﹤0.01%	419
2019 Q3	$8K	Hold	71	–	–	﹤0.01%	394
2019 Q2	$8K	Hold	71	–	–	﹤0.01%	384
2019 Q1	$8K	Hold	71	–	–	﹤0.01%	384
2018 Q4	$8K	Buy	71 +51	+255%	+$5.57K	0.01%	305
2018 Q3	$2K	Buy	+20	New	+$2.23K	﹤0.01%	475

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

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

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

McIlrath & Eck's TIP Position: Q1 2024 in Review

McIlrath & Eck sold out of iShares TIPS Bond ETF (TIP) in Q1 2024, closing a stake of 64 shares — an estimated $6.88K sold.

McIlrath & Eck first reported a position in TIP in Q3 2018 and held it in 22 quarters. The position peaked at $27K in Q4 2021. 1,047 funds tracked by Wall St. Rank hold TIP as of Q1 2024.

McIlrath & Eck reported no remaining iShares TIPS Bond ETF position as of Q1 2024 after selling out during the quarter.
McIlrath & Eck sold 64 iShares TIPS Bond ETF shares in Q1 2024, an estimated $6.88K.
McIlrath & Eck first reported a position in iShares TIPS Bond ETF in Q3 2018 and held it in 22 quarters.
McIlrath & Eck's iShares TIPS Bond ETF position peaked at $27K in Q4 2021.
1,047 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2024.

Based on McIlrath & Eck's 13F filing for Q1 2024, filed 10 May 2024.