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Measured Wealth Private Client Group’s iShares TIPS Bond ETF TIP Stock Holding History

Measured Wealth Private Client 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
2022
Q2 		– Sell
-2,308
Closed -$288K – 207
2022
Q1 		$288K Sell
2,308
-2,285
-50% -$287K 0.11% 117
2021
Q4 		$593K Sell
4,593
-2,584
-36% -$333K 0.21% 64
2021
Q3 		$916K Sell
7,177
-6,449
-47% -$832K 0.35% 43
2021
Q2 		$1.74M Sell
13,626
-1,900
-12% -$241K 0.56% 37
2021
Q1 		$1.95M Buy
15,526
+389
+3% +$49.2K 0.69% 28
2020
Q4 		$1.93M Buy
15,137
+2,166
+17% +$273K 0.8% 22
2020
Q3 		$1.64M Buy
12,971
+747
+6% +$93.8K 0.79% 19
2020
Q2 		$1.5M Buy
12,224
+414
+4% +$50.3K 0.88% 18
2020
Q1 		$1.39M Sell
11,810
-611
-5% -$72K 1.08% 18
2019
Q4 		$1.45M Sell
12,421
-645
-5% -$75K 0.97% 17
2019
Q3 		$1.52M Sell
13,066
-276
-2% -$32K 0.98% 20
2019
Q2 		$1.54M Buy
13,342
+7,776
+140% +$884K 0.89% 19
2019
Q1 		$629K Buy
5,566
+384
+7% +$42.6K 0.39% 51
2018
Q4 		$567K Sell
5,182
-75
-1% -$8.19K 0.51% 35
2018
Q3 		$581K Hold
5,257
– – 0.35% 38
2018
Q2 		$593K Buy
+5,257
New +$590K 0.48% 33
2017
Q3 		$957K Buy
+8,425
New +$959K 1.31% 18

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Measured Wealth Private Client Group's TIP Position: Q2 2022 in Review

Measured Wealth Private Client Group sold out of iShares TIPS Bond ETF (TIP) in Q2 2022, closing a stake of 2,308 shares — an estimated $288K sold.

Measured Wealth Private Client Group first reported a position in TIP in Q3 2017 and held it in 17 quarters. The position peaked at $1.95M in Q1 2021. 1,291 funds tracked by Wall St. Rank hold TIP as of Q2 2022.

  • Measured Wealth Private Client Group reported no remaining iShares TIPS Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 2,308 iShares TIPS Bond ETF shares in Q2 2022, an estimated $288K.
  • Measured Wealth Private Client Group first reported a position in iShares TIPS Bond ETF in Q3 2017 and held it in 17 quarters.
  • Measured Wealth Private Client Group's iShares TIPS Bond ETF position peaked at $1.95M in Q1 2021.
  • 1,291 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2022.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2022, filed 25 Jul 2022.