MIM
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Moseley Investment Management’s iShares TIPS Bond ETF TIP Stock Holding History

Moseley Investment 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
-2,215
Closed -$230K – 154
2023
Q3 		$230K Hold
2,215
– – 0.14% 131
2023
Q2 		$238K Sell
2,215
-30
-1% -$3.27K 0.14% 130
2023
Q1 		$247K Sell
2,245
-1
-0% -$108 0.16% 124
2022
Q4 		$239K Sell
2,246
-3,098
-58% -$331K 0.17% 122
2022
Q3 		$561K Buy
5,344
+2
+0% +$226 0.41% 62
2022
Q2 		$609K Sell
5,342
-626
-10% -$74.2K 0.43% 60
2022
Q1 		$743K Sell
5,968
-3,989
-40% -$502K 0.4% 68
2021
Q4 		$1.29M Buy
9,957
+623
+7% +$80.3K 0.58% 54
2021
Q3 		$1.19M Buy
9,334
+8
+0.1% +$1.03K 0.6% 49
2021
Q2 		$1.19M Buy
9,326
+205
+2% +$26K 0.59% 50
2021
Q1 		$1.15M Sell
9,121
-400
-4% -$50.6K 0.63% 48
2020
Q4 		$1.22M Buy
9,521
+2,611
+38% +$329K 0.71% 43
2020
Q3 		$874K Sell
6,910
-51
-0.7% -$6.41K 0.62% 46
2020
Q2 		$856K Sell
6,961
-329
-5% -$40K 0.71% 39
2020
Q1 		$860K Buy
7,290
+392
+6% +$46.2K 1.01% 30
2019
Q4 		$804K Buy
6,898
+103
+2% +$12K 0.79% 45
2019
Q3 		$790K Sell
6,795
-287
-4% -$33.3K 0.83% 39
2019
Q2 		$818K Buy
7,082
+1
+0% +$114 0.76% 43
2019
Q1 		$801K Buy
+7,081
New +$785K 0.83% 38

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

Moseley Investment Management's TIP Position: Q4 2023 in Review

Moseley Investment Management sold out of iShares TIPS Bond ETF (TIP) in Q4 2023, closing a stake of 2,215 shares — an estimated $230K sold.

Moseley Investment Management first reported a position in TIP in Q1 2019 and held it in 19 quarters. The position peaked at $1.29M in Q4 2021. 1,101 funds tracked by Wall St. Rank hold TIP as of Q4 2023.

  • Moseley Investment Management reported no remaining iShares TIPS Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Moseley Investment Management sold 2,215 iShares TIPS Bond ETF shares in Q4 2023, an estimated $230K.
  • Moseley Investment Management first reported a position in iShares TIPS Bond ETF in Q1 2019 and held it in 19 quarters.
  • Moseley Investment Management's iShares TIPS Bond ETF position peaked at $1.29M in Q4 2021.
  • 1,101 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2023.

Based on Moseley Investment Management's 13F filing for Q4 2023, filed 25 Jan 2024.