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Meitav Investment House’s iShares TIPS Bond ETF TIP Stock Holding History

Meitav Investment House’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
Q3 		– Sell
-1,294
Closed -$139K – 498
2023
Q2 		$139K Buy
+1,294
New +$141K ﹤0.01% 371
2023
Q1 		– Sell
-2,151
Closed -$229K – 378
2022
Q4 		$229K Sell
2,151
-1,439
-40% -$154K ﹤0.01% 343
2022
Q3 		$377K Buy
+3,590
New +$407K 0.01% 304
2022
Q2 		– Sell
-4,082
Closed -$507K – 384
2022
Q1 		$507K Sell
4,082
-1,486
-27% -$187K 0.01% 312
2021
Q4 		$718K Buy
5,568
+1,104
+25% +$142K 0.01% 282
2021
Q3 		$569K Sell
4,464
-790
-15% -$102K 0.01% 298
2021
Q2 		$671K Buy
5,254
+2,497
+91% +$317K 0.02% 282
2021
Q1 		$346K Buy
2,757
+358
+15% +$45.3K 0.01% 308
2020
Q4 		$306K Buy
+2,399
New +$303K 0.01% 335

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Meitav Investment House's TIP Position: Q3 2023 in Review

Meitav Investment House sold out of iShares TIPS Bond ETF (TIP) in Q3 2023, closing a stake of 1,294 shares — an estimated $139K sold.

Meitav Investment House first reported a position in TIP in Q4 2020 and held it in 9 quarters. The position peaked at $718K in Q4 2021. 1,100 funds tracked by Wall St. Rank hold TIP as of Q3 2023.

  • Meitav Investment House reported no remaining iShares TIPS Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Meitav Investment House sold 1,294 iShares TIPS Bond ETF shares in Q3 2023, an estimated $139K.
  • Meitav Investment House first reported a position in iShares TIPS Bond ETF in Q4 2020 and held it in 9 quarters.
  • Meitav Investment House's iShares TIPS Bond ETF position peaked at $718K in Q4 2021.
  • 1,100 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2023.

Based on Meitav Investment House's 13F filing for Q3 2023, filed 30 Oct 2023.