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Mowery & Schoenfeld Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History

Mowery & Schoenfeld 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
Q4 		– Sell
-107
Closed -$11.8K – 514
2024
Q3 		$11.8K Buy
+107
New +$11.6K 0.02% 168
2024
Q1 		– Sell
-1,230
Closed -$132K – 184
2023
Q4 		$132K Buy
+1,230
New +$129K 0.27% 48

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's TIP Position: Q4 2024 in Review

Mowery & Schoenfeld Wealth Management sold out of iShares TIPS Bond ETF (TIP) in Q4 2024, closing a stake of 107 shares — an estimated $11.8K sold.

Mowery & Schoenfeld Wealth Management first reported a position in TIP in Q4 2023 and held it in 2 quarters. The position peaked at $132K in Q4 2023. 1,016 funds tracked by Wall St. Rank hold TIP as of Q4 2024.

  • Mowery & Schoenfeld Wealth Management reported no remaining iShares TIPS Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 107 iShares TIPS Bond ETF shares in Q4 2024, an estimated $11.8K.
  • Mowery & Schoenfeld Wealth Management first reported a position in iShares TIPS Bond ETF in Q4 2023 and held it in 2 quarters.
  • Mowery & Schoenfeld Wealth Management's iShares TIPS Bond ETF position peaked at $132K in Q4 2023.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2024.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.