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

One 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
2024
Q2 		– Sell
-7,549
Closed -$811K – 271
2024
Q1 		$811K Sell
7,549
-9,402
-55% -$1M 0.14% 87
2023
Q4 		$1.82M Buy
16,951
+227
+1% +$23.7K 0.35% 47
2023
Q3 		$1.73M Buy
+16,724
New +$1.77M 0.39% 48
2023
Q1 		– Sell
-4,094
Closed -$436K – 558
2022
Q4 		$436K Buy
+4,094
New +$437K 0.1% 105
2018
Q1 		– Sell
-88
Closed -$10K – 577
2017
Q4 		$10K Buy
+88
New +$10K 0.01% 355

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 $49B AUM 17.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

One Wealth Advisors's TIP Position: Q2 2024 in Review

One Wealth Advisors sold out of iShares TIPS Bond ETF (TIP) in Q2 2024, closing a stake of 7,549 shares — an estimated $811K sold.

One Wealth Advisors first reported a position in TIP in Q4 2017 and held it in 5 quarters. The position peaked at $1.82M in Q4 2023. 1,023 funds tracked by Wall St. Rank hold TIP as of Q2 2024.

  • One Wealth Advisors reported no remaining iShares TIPS Bond ETF position as of Q2 2024 after selling out during the quarter.
  • One Wealth Advisors sold 7,549 iShares TIPS Bond ETF shares in Q2 2024, an estimated $811K.
  • One Wealth Advisors first reported a position in iShares TIPS Bond ETF in Q4 2017 and held it in 5 quarters.
  • One Wealth Advisors's iShares TIPS Bond ETF position peaked at $1.82M in Q4 2023.
  • 1,023 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2024.

Based on One Wealth Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.