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McLean Asset Management’s iShares TIPS Bond ETF TIP Stock Holding History

McLean Asset 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
-2,477
Closed -$261K – 138
2022
Q3 		$261K Hold
2,477
– – 0.1% 96
2022
Q2 		$282K Sell
2,477
-5
-0.2% -$593 0.11% 88
2022
Q1 		$309K Hold
2,482
– – 0.23% 78
2021
Q4 		$314K Buy
2,482
+70
+3% +$9.03K 0.12% 90
2021
Q3 		$312K Buy
2,412
+28
+1% +$3.61K 0.12% 90
2021
Q2 		$308K Hold
2,384
– – 0.14% 73
2021
Q1 		$302K Hold
2,384
– – 0.24% 67
2020
Q4 		$304K Buy
+2,384
New +$301K 0.27% 62

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

McLean Asset Management's TIP Position: Q4 2022 in Review

McLean Asset Management sold out of iShares TIPS Bond ETF (TIP) in Q4 2022, closing a stake of 2,477 shares — an estimated $261K sold.

McLean Asset Management first reported a position in TIP in Q4 2020 and held it in 8 quarters. The position peaked at $314K in Q4 2021. 1,220 funds tracked by Wall St. Rank hold TIP as of Q4 2022.

  • McLean Asset Management reported no remaining iShares TIPS Bond ETF position as of Q4 2022 after selling out during the quarter.
  • McLean Asset Management sold 2,477 iShares TIPS Bond ETF shares in Q4 2022, an estimated $261K.
  • McLean Asset Management first reported a position in iShares TIPS Bond ETF in Q4 2020 and held it in 8 quarters.
  • McLean Asset Management's iShares TIPS Bond ETF position peaked at $314K in Q4 2021.
  • 1,220 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2022.

Based on McLean Asset Management's 13F filing for Q4 2022, filed 19 Jan 2023.