New England Guild Wealth Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

New England Guild Wealth 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
2022 Q4	$1.02M	Sell	9,619 -70,765	-88%	-$7.56M	0.54%	35
2022 Q3	$8.43M	Buy	80,384 +65,961	+457%	+$7.47M	5.1%	4
2022 Q2	$1.64M	Buy	14,423 +10,395	+258%	+$1.23M	1.01%	29
2022 Q1	$502K	Buy	4,028 +612	+18%	+$77K	0.27%	47
2021 Q4	$441K	Buy	3,416 +771	+29%	+$99.4K	0.22%	50
2021 Q3	$338K	Buy	2,645 +533	+25%	+$68.7K	0.18%	51
2021 Q2	$270K	Buy	2,112 +49	+2%	+$6.22K	0.15%	57
2021 Q1	$259K	Buy	+2,063	New	+$261K	0.15%	55
2018 Q4	–	Sell	-2,886	Closed	-$319K	–	54
2018 Q3	$319K	Buy	2,886 +234	+9%	+$26.1K	0.29%	41
2018 Q2	$299K	Buy	2,652 +9	+0.3%	+$1.01K	0.27%	42
2018 Q1	$299K	Buy	2,643 +1	+0%	+$113	0.28%	41
2017 Q4	$301K	Buy	+2,642	New	+$300K	0.29%	41

Other funds holding TIP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

New England Guild Wealth Advisors's TIP Position: Q4 2022 in Review

New England Guild Wealth Advisors reduced its iShares TIPS Bond ETF (TIP) stake by 88% in Q4 2022, selling an estimated $7.56M and leaving 9,619 shares worth $1.02M. The position accounts for 0.54% of the portfolio, ranked #35.

New England Guild Wealth Advisors first reported a position in TIP in Q4 2017 and has held it in 12 quarters since. The position peaked at $8.43M in Q3 2022. 1,219 funds tracked by Wall St. Rank hold TIP as of Q4 2022.

New England Guild Wealth Advisors held 9,619 shares of iShares TIPS Bond ETF worth $1.02M as of Q4 2022.
New England Guild Wealth Advisors sold 70,765 iShares TIPS Bond ETF shares in Q4 2022, an estimated $7.56M.
iShares TIPS Bond ETF made up 0.54% of New England Guild Wealth Advisors's portfolio in Q4 2022, its #35 holding.
New England Guild Wealth Advisors first reported a position in iShares TIPS Bond ETF in Q4 2017 and has held it in 12 quarters since.
New England Guild Wealth Advisors's iShares TIPS Bond ETF position peaked at $8.43M in Q3 2022.
1,219 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2022.

Based on New England Guild Wealth Advisors's 13F filing for Q4 2022, filed 11 Jan 2023.