Mirador Capital Partners’s iShares TIPS Bond ETF TIP Stock Holding History

Mirador Capital 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 Q3	–	Sell	-3,614	Closed	-$389K	–	205
2023 Q2	$389K	Hold	3,614	–	–	0.09%	138
2023 Q1	$398K	Hold	3,614	–	–	0.09%	129
2022 Q4	$385K	Hold	3,614	–	–	0.09%	134
2022 Q3	$379K	Hold	3,614	–	–	0.09%	136
2022 Q2	$412K	Hold	3,614	–	–	0.1%	132
2022 Q1	$450K	Hold	3,614	–	–	0.09%	144
2021 Q4	$467K	Buy	+3,614	New	+$466K	0.1%	151

Other funds holding TIP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Mirador Capital Partners's TIP Position: Q3 2023 in Review

Mirador Capital Partners sold out of iShares TIPS Bond ETF (TIP) in Q3 2023, closing a stake of 3,614 shares — an estimated $389K sold.

Mirador Capital Partners first reported a position in TIP in Q4 2021 and held it in 7 quarters. The position peaked at $467K in Q4 2021. 1,100 funds tracked by Wall St. Rank hold TIP as of Q3 2023.

Mirador Capital Partners reported no remaining iShares TIPS Bond ETF position as of Q3 2023 after selling out during the quarter.
Mirador Capital Partners sold 3,614 iShares TIPS Bond ETF shares in Q3 2023, an estimated $389K.
Mirador Capital Partners first reported a position in iShares TIPS Bond ETF in Q4 2021 and held it in 7 quarters.
Mirador Capital Partners's iShares TIPS Bond ETF position peaked at $467K in Q4 2021.
1,100 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2023.

Based on Mirador Capital Partners's 13F filing for Q3 2023, filed 5 Oct 2023.