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

Moulton 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
2024
Q1 		– Sell
-3,447
Closed -$369K – 27
2023
Q4 		$369K Sell
3,447
-10
-0.3% -$1.05K 0.47% 15
2023
Q3 		$357K Sell
3,457
-1,352
-28% -$143K 0.53% 17
2023
Q2 		$517K Sell
4,809
-87
-2% -$9.47K 0.92% 15
2023
Q1 		$541K Sell
4,896
-114
-2% -$12.3K 1.19% 14
2022
Q4 		$541K Sell
5,010
-2,572
-34% -$275K 1.85% 11
2022
Q3 		$795K Sell
7,582
-34,489
-82% -$3.91M 5% 7
2022
Q2 		$5.18M Hold
42,071
– – 5.39% 6
2022
Q1 		$5.18M Sell
42,071
-1,314
-3% -$165K 5.39% 6
2021
Q4 		$5.55M Sell
43,385
-44,336
-51% -$5.72M 4.06% 8
2021
Q3 		$11.2M Buy
87,721
+32,064
+58% +$4.13M 8.37% 3
2021
Q2 		$7.13M Buy
55,657
+4,070
+8% +$517K 5.2% 6
2021
Q1 		$6.46M Buy
51,587
+10,174
+25% +$1.29M 4.88% 9
2020
Q4 		$5.24M Sell
41,413
-37,652
-48% -$4.75M 4.22% 7
2020
Q3 		$9.99M Buy
79,065
+28,542
+56% +$3.59M 10.94% 3
2020
Q2 		$6.24M Buy
50,523
+45,922
+998% +$5.58M 7.87% 5
2020
Q1 		$559K Sell
4,601
-34,575
-88% -$4.07M 0.91% 9
2019
Q4 		$4.61M Buy
+39,176
New +$4.55M 3.81% 10

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
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 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

Moulton Wealth Management's TIP Position: Q1 2024 in Review

Moulton Wealth Management sold out of iShares TIPS Bond ETF (TIP) in Q1 2024, closing a stake of 3,447 shares — an estimated $369K sold.

Moulton Wealth Management first reported a position in TIP in Q4 2019 and held it in 17 quarters. The position peaked at $11.2M in Q3 2021. 1,045 funds tracked by Wall St. Rank hold TIP as of Q1 2024.

  • Moulton Wealth Management reported no remaining iShares TIPS Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Moulton Wealth Management sold 3,447 iShares TIPS Bond ETF shares in Q1 2024, an estimated $369K.
  • Moulton Wealth Management first reported a position in iShares TIPS Bond ETF in Q4 2019 and held it in 17 quarters.
  • Moulton Wealth Management's iShares TIPS Bond ETF position peaked at $11.2M in Q3 2021.
  • 1,045 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2024.

Based on Moulton Wealth Management's 13F filing for Q1 2024, filed 11 Apr 2024.