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

MinichMacGregor 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 Q1	–	Sell	-254	Closed	-$27.1K	–	591
2022 Q4	$27.1K	Buy	+254	New	+$27.1K	0.01%	251
2018 Q4	–	Sell	-793	Closed	-$87K	–	473
2018 Q3	$87K	Hold	793	–	–	0.06%	95
2018 Q2	$89K	Buy	793 +90	+13%	+$10.1K	0.06%	88
2018 Q1	$79K	Hold	703	–	–	0.06%	83
2017 Q4	$80K	Hold	703	–	–	0.06%	80
2017 Q3	$79K	Hold	703	–	–	0.07%	72
2017 Q2	$79K	Hold	703	–	–	0.07%	72
2017 Q1	$80K	Hold	703	–	–	0.07%	72
2016 Q4	$79K	Hold	703	–	–	0.07%	76
2016 Q3	$81K	Hold	703	–	–	0.08%	80
2016 Q2	$82K	Hold	703	–	–	0.08%	77
2016 Q1	$80K	Sell	703 -574	-45%	-$64.1K	0.08%	78
2015 Q4	$144K	Buy	+1,277	New	+$141K	0.13%	47

Other funds holding TIP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MinichMacGregor Wealth Management's TIP Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of iShares TIPS Bond ETF (TIP) in Q1 2023, closing a stake of 254 shares — an estimated $27.1K sold.

MinichMacGregor Wealth Management first reported a position in TIP in Q4 2015 and held it in 13 quarters. The position peaked at $144K in Q4 2015. 1,112 funds tracked by Wall St. Rank hold TIP as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining iShares TIPS Bond ETF position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 254 iShares TIPS Bond ETF shares in Q1 2023, an estimated $27.1K.
MinichMacGregor Wealth Management first reported a position in iShares TIPS Bond ETF in Q4 2015 and held it in 13 quarters.
MinichMacGregor Wealth Management's iShares TIPS Bond ETF position peaked at $144K in Q4 2015.
1,112 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.