Morton Brown Family Wealth’s iShares TIPS Bond ETF TIP Stock Holding History

Morton Brown Family Wealth’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
2024 Q1	–	Sell	-26	Closed	-$2.79K	–	289
2023 Q4	$2.79K	Sell	26 -6,887	-100%	-$720K	﹤0.01%	228
2023 Q3	$717K	Sell	6,913 -3,673	-35%	-$389K	0.37%	27
2023 Q2	$1.14M	Sell	10,586 -812	-7%	-$88.4K	0.61%	23
2023 Q1	$1.26M	Sell	11,398 -532	-4%	-$57.6K	0.75%	22
2022 Q4	$1.27M	Sell	11,930 -75	-0.6%	-$8.01K	0.87%	20
2022 Q3	$1.26M	Sell	12,005 -237	-2%	-$26.8K	1%	19
2022 Q2	$1.39M	Sell	12,242 -1	-0%	-$119	1.08%	18
2022 Q1	$1.52M	Sell	12,243 -640	-5%	-$80.5K	1.15%	18
2021 Q4	$1.66M	Buy	+12,883	New	+$1.66M	1.28%	16

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

Morton Brown Family Wealth's TIP Position: Q1 2024 in Review

Morton Brown Family Wealth sold out of iShares TIPS Bond ETF (TIP) in Q1 2024, closing a stake of 26 shares — an estimated $2.79K sold.

Morton Brown Family Wealth first reported a position in TIP in Q4 2021 and held it in 9 quarters. The position peaked at $1.66M in Q4 2021. 1,045 funds tracked by Wall St. Rank hold TIP as of Q1 2024.

Morton Brown Family Wealth reported no remaining iShares TIPS Bond ETF position as of Q1 2024 after selling out during the quarter.
Morton Brown Family Wealth sold 26 iShares TIPS Bond ETF shares in Q1 2024, an estimated $2.79K.
Morton Brown Family Wealth first reported a position in iShares TIPS Bond ETF in Q4 2021 and held it in 9 quarters.
Morton Brown Family Wealth's iShares TIPS Bond ETF position peaked at $1.66M in Q4 2021.
1,045 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2024.

Based on Morton Brown Family Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.