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My Legacy Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

My Legacy Advisors’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
Q3 		– Sell
-3,001
Closed -$320K – 210
2024
Q2 		$320K Buy
3,001
+363
+14% +$38.6K 0.1% 183
2024
Q1 		$283K Sell
2,638
-2,711
-51% -$290K 0.1% 194
2023
Q4 		$574K Buy
5,349
+556
+12% +$58.1K 0.21% 140
2023
Q3 		$491K Buy
+4,793
New +$507K 0.2% 140

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

My Legacy Advisors's TIP Position: Q3 2024 in Review

My Legacy Advisors sold out of iShares TIPS Bond ETF (TIP) in Q3 2024, closing a stake of 3,001 shares — an estimated $320K sold.

My Legacy Advisors first reported a position in TIP in Q3 2023 and held it in 4 quarters. The position peaked at $574K in Q4 2023. 959 funds tracked by Wall St. Rank hold TIP as of Q3 2024.

  • My Legacy Advisors reported no remaining iShares TIPS Bond ETF position as of Q3 2024 after selling out during the quarter.
  • My Legacy Advisors sold 3,001 iShares TIPS Bond ETF shares in Q3 2024, an estimated $320K.
  • My Legacy Advisors first reported a position in iShares TIPS Bond ETF in Q3 2023 and held it in 4 quarters.
  • My Legacy Advisors's iShares TIPS Bond ETF position peaked at $574K in Q4 2023.
  • 959 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2024.

Based on My Legacy Advisors's 13F filing for Q3 2024, filed 21 Oct 2024.