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McKinley Carter Wealth Services’s iShares TIPS Bond ETF TIP Stock Holding History

McKinley Carter Wealth Services’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
-2,242
Closed -$241K – 311
2023
Q4 		$241K Sell
2,242
-207
-8% -$21.6K 0.02% 278
2023
Q3 		$254K Sell
2,449
-831
-25% -$87.9K 0.02% 259
2023
Q2 		$353K Sell
3,280
-127
-4% -$13.8K 0.03% 239
2023
Q1 		$376K Sell
3,407
-620
-15% -$67.1K 0.03% 233
2022
Q4 		$429K Sell
4,027
-2,166
-35% -$231K 0.04% 216
2022
Q3 		$650K Sell
6,193
-1,444
-19% -$164K 0.06% 162
2022
Q2 		$870K Sell
7,637
-6,948
-48% -$824K 0.08% 144
2022
Q1 		$1.82M Sell
14,585
-73,589
-83% -$9.26M 0.14% 107
2021
Q4 		$11.4M Buy
88,174
+19,270
+28% +$2.48M 0.85% 23
2021
Q3 		$8.8M Buy
68,904
+8,309
+14% +$1.07M 0.72% 30
2021
Q2 		$7.76M Buy
60,595
+9,689
+19% +$1.23M 0.64% 31
2021
Q1 		$6.39M Buy
+50,906
New +$6.44M 0.55% 38

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
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 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

McKinley Carter Wealth Services's TIP Position: Q1 2024 in Review

McKinley Carter Wealth Services sold out of iShares TIPS Bond ETF (TIP) in Q1 2024, closing a stake of 2,242 shares — an estimated $241K sold.

McKinley Carter Wealth Services first reported a position in TIP in Q1 2021 and held it in 12 quarters. The position peaked at $11.4M in Q4 2021. 1,045 funds tracked by Wall St. Rank hold TIP as of Q1 2024.

  • McKinley Carter Wealth Services reported no remaining iShares TIPS Bond ETF position as of Q1 2024 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 2,242 iShares TIPS Bond ETF shares in Q1 2024, an estimated $241K.
  • McKinley Carter Wealth Services first reported a position in iShares TIPS Bond ETF in Q1 2021 and held it in 12 quarters.
  • McKinley Carter Wealth Services's iShares TIPS Bond ETF position peaked at $11.4M in Q4 2021.
  • 1,045 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2024.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2024, filed 26 Apr 2024.