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Meritas Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History

Meritas Wealth 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
2023
Q4 		– Sell
-5,658
Closed -$587K – 52
2023
Q3 		$587K Buy
5,658
+100
+2% +$10.6K 0.45% 23
2023
Q2 		$598K Sell
5,558
-574
-9% -$62.5K 0.45% 24
2023
Q1 		$676K Buy
6,132
+443
+8% +$47.9K 0.53% 22
2022
Q4 		$606K Buy
+5,689
New +$608K 0.5% 22

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
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
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Meritas Wealth Management's TIP Position: Q4 2023 in Review

Meritas Wealth Management sold out of iShares TIPS Bond ETF (TIP) in Q4 2023, closing a stake of 5,658 shares — an estimated $587K sold.

Meritas Wealth Management first reported a position in TIP in Q4 2022 and held it in 4 quarters. The position peaked at $676K in Q1 2023. 1,101 funds tracked by Wall St. Rank hold TIP as of Q4 2023.

  • Meritas Wealth Management reported no remaining iShares TIPS Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Meritas Wealth Management sold 5,658 iShares TIPS Bond ETF shares in Q4 2023, an estimated $587K.
  • Meritas Wealth Management first reported a position in iShares TIPS Bond ETF in Q4 2022 and held it in 4 quarters.
  • Meritas Wealth Management's iShares TIPS Bond ETF position peaked at $676K in Q1 2023.
  • 1,101 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2023.

Based on Meritas Wealth Management's 13F filing for Q4 2023, filed 10 Jan 2024.