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Nikulski Financial’s iShares TIPS Bond ETF TIP Stock Holding History

Nikulski Financial’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
Q2 		– Sell
-10,455
Closed -$1.12M – 132
2024
Q1 		$1.12M Sell
10,455
-1,340
-11% -$143K 0.37% 69
2023
Q4 		$1.27M Sell
11,795
-930
-7% -$97.2K 0.46% 52
2023
Q3 		$1.32M Sell
12,725
-816
-6% -$86.3K 0.55% 45
2023
Q2 		$1.46M Sell
13,541
-644
-5% -$70.1K 0.6% 44
2023
Q1 		$1.56M Sell
14,185
-1,227
-8% -$133K 0.69% 42
2022
Q4 		$1.64M Sell
15,412
-2,365
-13% -$253K 0.78% 41
2022
Q3 		$1.86M Sell
17,777
-571
-3% -$64.7K 0.97% 33
2022
Q2 		$2.09M Buy
18,348
+1,282
+8% +$152K 1.04% 30
2022
Q1 		$2.13M Sell
17,066
-778
-4% -$97.9K 0.9% 32
2021
Q4 		$2.31M Buy
17,844
+821
+5% +$106K 0.97% 29
2021
Q3 		$2.17M Buy
17,023
+3,227
+23% +$416K 1.01% 28
2021
Q2 		$1.77M Buy
13,796
+2,003
+17% +$254K 0.83% 36
2021
Q1 		$1.48M Buy
11,793
+1,388
+13% +$176K 0.76% 37
2020
Q4 		$1.33M Buy
10,405
+847
+9% +$107K 0.73% 39
2020
Q3 		$1.21M Buy
9,558
+1,125
+13% +$141K 0.77% 38
2020
Q2 		$1.04M Buy
8,433
+3,116
+59% +$379K 0.73% 39
2020
Q1 		$627K Sell
5,317
-2,230
-30% -$263K 0.55% 41
2019
Q4 		$894K Buy
7,547
+293
+4% +$34.1K 0.65% 41
2019
Q3 		$839K Buy
7,254
+35
+0.5% +$4.06K 0.7% 40
2019
Q2 		$831K Sell
7,219
-377
-5% -$42.9K 0.7% 40
2019
Q1 		$859K Sell
7,596
-678
-8% -$75.2K 0.84% 35
2018
Q4 		$906K Buy
8,274
+111
+1% +$12.1K 0.95% 32
2018
Q3 		$888K Buy
8,163
+1,913
+31% +$214K 0.83% 35
2018
Q2 		$705K Sell
6,250
-3,167
-34% -$355K 0.65% 41
2018
Q1 		$1.06M Buy
9,417
+1,113
+13% +$125K 1.06% 33
2017
Q4 		$947K Buy
+8,304
New +$944K 1.02% 32

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Nikulski Financial's TIP Position: Q2 2024 in Review

Nikulski Financial sold out of iShares TIPS Bond ETF (TIP) in Q2 2024, closing a stake of 10,455 shares — an estimated $1.12M sold.

Nikulski Financial first reported a position in TIP in Q4 2017 and held it in 26 quarters. The position peaked at $2.31M in Q4 2021. 1,024 funds tracked by Wall St. Rank hold TIP as of Q2 2024.

  • Nikulski Financial reported no remaining iShares TIPS Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Nikulski Financial sold 10,455 iShares TIPS Bond ETF shares in Q2 2024, an estimated $1.12M.
  • Nikulski Financial first reported a position in iShares TIPS Bond ETF in Q4 2017 and held it in 26 quarters.
  • Nikulski Financial's iShares TIPS Bond ETF position peaked at $2.31M in Q4 2021.
  • 1,024 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2024.

Based on Nikulski Financial's 13F filing for Q2 2024, filed 30 Jul 2024.