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Milestone Advisory Partners’s iShares TIPS Bond ETF TIP Stock Holding History

Milestone Advisory Partners’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
Q1 		– Sell
-10,236
Closed -$1.09M – 70
2022
Q4 		$1.09M Sell
10,236
-1,357
-12% -$145K 0.81% 23
2022
Q3 		$1.22M Sell
11,593
-3,041
-21% -$344K 0.91% 22
2022
Q2 		$1.69M Sell
14,634
-42,847
-75% -$5.08M 1.37% 19
2022
Q1 		$7.16M Buy
+57,481
New +$7.23M 3.86% 6

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Milestone Advisory Partners's TIP Position: Q1 2023 in Review

Milestone Advisory Partners sold out of iShares TIPS Bond ETF (TIP) in Q1 2023, closing a stake of 10,236 shares — an estimated $1.09M sold.

Milestone Advisory Partners first reported a position in TIP in Q1 2022 and held it in 4 quarters. The position peaked at $7.16M in Q1 2022. 1,112 funds tracked by Wall St. Rank hold TIP as of Q1 2023.

  • Milestone Advisory Partners reported no remaining iShares TIPS Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Milestone Advisory Partners sold 10,236 iShares TIPS Bond ETF shares in Q1 2023, an estimated $1.09M.
  • Milestone Advisory Partners first reported a position in iShares TIPS Bond ETF in Q1 2022 and held it in 4 quarters.
  • Milestone Advisory Partners's iShares TIPS Bond ETF position peaked at $7.16M in Q1 2022.
  • 1,112 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2023.

Based on Milestone Advisory Partners's 13F filing for Q1 2023, filed 12 May 2023.