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

New England Private 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
2023 Q1	–	Sell	-1,894	Closed	-$202K	–	112
2022 Q4	$202K	Buy	+1,894	New	+$202K	0.04%	103
2022 Q3	–	Sell	-1,865	Closed	-$232K	–	106
2022 Q2	$232K	Sell	1,865 -2	-0.1%	-$237	0.04%	95
2022 Q1	$232K	Buy	1,867 +2	+0.1%	+$252	0.04%	96
2021 Q4	$242K	Buy	1,865 +6	+0.3%	+$774	0.04%	95
2021 Q3	$238K	Buy	1,859 +9	+0.5%	+$1.16K	0.04%	95
2021 Q2	$236K	Sell	1,850 -113	-6%	-$14.4K	0.04%	96
2021 Q1	$247K	Buy	+1,963	New	+$248K	0.04%	87

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

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

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

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

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

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

Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

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

New England Private Wealth Advisors's TIP Position: Q1 2023 in Review

New England Private Wealth Advisors sold out of iShares TIPS Bond ETF (TIP) in Q1 2023, closing a stake of 1,894 shares — an estimated $202K sold.

New England Private Wealth Advisors first reported a position in TIP in Q1 2021 and held it in 7 quarters. The position peaked at $247K in Q1 2021. 1,112 funds tracked by Wall St. Rank hold TIP as of Q1 2023.

New England Private Wealth Advisors reported no remaining iShares TIPS Bond ETF position as of Q1 2023 after selling out during the quarter.
New England Private Wealth Advisors sold 1,894 iShares TIPS Bond ETF shares in Q1 2023, an estimated $202K.
New England Private Wealth Advisors first reported a position in iShares TIPS Bond ETF in Q1 2021 and held it in 7 quarters.
New England Private Wealth Advisors's iShares TIPS Bond ETF position peaked at $247K in Q1 2021.
1,112 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2023.

Based on New England Private Wealth Advisors's 13F filing for Q1 2023, filed 5 May 2023.