NWMG
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National Wealth Management Group’s iShares TIPS Bond ETF TIP Stock Holding History

National Wealth Management Group’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
2022
Q2 		– Sell
-2,174
Closed -$271K – 137
2022
Q1 		$271K Sell
2,174
-2,856
-57% -$359K 0.26% 90
2021
Q4 		$650K Buy
+5,030
New +$649K 0.61% 57

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

National Wealth Management Group's TIP Position: Q2 2022 in Review

National Wealth Management Group sold out of iShares TIPS Bond ETF (TIP) in Q2 2022, closing a stake of 2,174 shares — an estimated $271K sold.

National Wealth Management Group first reported a position in TIP in Q4 2021 and held it in 2 quarters. The position peaked at $650K in Q4 2021. 1,291 funds tracked by Wall St. Rank hold TIP as of Q2 2022.

  • National Wealth Management Group reported no remaining iShares TIPS Bond ETF position as of Q2 2022 after selling out during the quarter.
  • National Wealth Management Group sold 2,174 iShares TIPS Bond ETF shares in Q2 2022, an estimated $271K.
  • National Wealth Management Group first reported a position in iShares TIPS Bond ETF in Q4 2021 and held it in 2 quarters.
  • National Wealth Management Group's iShares TIPS Bond ETF position peaked at $650K in Q4 2021.
  • 1,291 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2022.

Based on National Wealth Management Group's 13F filing for Q2 2022, filed 17 Nov 2023.