NewEdge Wealth’s iShares TIPS Bond ETF TIP Stock Holding History

NewEdge Wealth’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	–	Sell	-4,572	Closed	-$480K	–	568
2022 Q3	$480K	Sell	4,572 -6,403	-58%	-$725K	0.02%	361
2022 Q2	$1.25M	Sell	10,975 -55,205	-83%	-$6.55M	0.06%	261
2022 Q1	$8.24M	Sell	66,180 -4,239	-6%	-$533K	0.37%	74
2021 Q4	$9.1M	Buy	+70,419	New	+$9.08M	0.38%	68

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

NewEdge Wealth's TIP Position: Q4 2022 in Review

NewEdge Wealth sold out of iShares TIPS Bond ETF (TIP) in Q4 2022, closing a stake of 4,572 shares — an estimated $480K sold.

NewEdge Wealth first reported a position in TIP in Q4 2021 and held it in 4 quarters. The position peaked at $9.1M in Q4 2021. 1,219 funds tracked by Wall St. Rank hold TIP as of Q4 2022.

NewEdge Wealth reported no remaining iShares TIPS Bond ETF position as of Q4 2022 after selling out during the quarter.
NewEdge Wealth sold 4,572 iShares TIPS Bond ETF shares in Q4 2022, an estimated $480K.
NewEdge Wealth first reported a position in iShares TIPS Bond ETF in Q4 2021 and held it in 4 quarters.
NewEdge Wealth's iShares TIPS Bond ETF position peaked at $9.1M in Q4 2021.
1,219 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2022.

Based on NewEdge Wealth's 13F filing for Q4 2022, filed 14 Feb 2023.