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One Plus One Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History

One Plus One Wealth Management’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
-2,584
Closed -$271K – 102
2022
Q3 		$271K Buy
2,584
+1
+0% +$113 0.22% 69
2022
Q2 		$294K Buy
+2,583
New +$306K 0.22% 70

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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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
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LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

One Plus One Wealth Management's TIP Position: Q4 2022 in Review

One Plus One Wealth Management sold out of iShares TIPS Bond ETF (TIP) in Q4 2022, closing a stake of 2,584 shares — an estimated $271K sold.

One Plus One Wealth Management first reported a position in TIP in Q2 2022 and held it in 2 quarters. The position peaked at $294K in Q2 2022. 1,219 funds tracked by Wall St. Rank hold TIP as of Q4 2022.

  • One Plus One Wealth Management reported no remaining iShares TIPS Bond ETF position as of Q4 2022 after selling out during the quarter.
  • One Plus One Wealth Management sold 2,584 iShares TIPS Bond ETF shares in Q4 2022, an estimated $271K.
  • One Plus One Wealth Management first reported a position in iShares TIPS Bond ETF in Q2 2022 and held it in 2 quarters.
  • One Plus One Wealth Management's iShares TIPS Bond ETF position peaked at $294K in Q2 2022.
  • 1,219 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2022.

Based on One Plus One Wealth Management's 13F filing for Q4 2022, filed 18 Jan 2023.