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

Outlook 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
2022
Q4 		– Sell
-36,885
Closed -$3.87M – 199
2022
Q3 		$3.87M Sell
36,885
-4,752
-11% -$538K 1.73% 13
2022
Q2 		$4.74M Sell
41,637
-42,371
-50% -$5.03M 1.94% 11
2022
Q1 		$10.5M Sell
84,008
-6,787
-7% -$854K 3.5% 5
2021
Q4 		$11.7M Buy
90,795
+54,484
+150% +$7.03M 3.45% 5
2021
Q3 		$4.64M Buy
36,311
+1,048
+3% +$135K 1.52% 17
2021
Q2 		$4.51M Buy
+35,263
New +$4.48M 1.44% 18

Other funds holding TIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Outlook Wealth Advisors's TIP Position: Q4 2022 in Review

Outlook Wealth Advisors sold out of iShares TIPS Bond ETF (TIP) in Q4 2022, closing a stake of 36,885 shares — an estimated $3.87M sold.

Outlook Wealth Advisors first reported a position in TIP in Q2 2021 and held it in 6 quarters. The position peaked at $11.7M in Q4 2021. 1,220 funds tracked by Wall St. Rank hold TIP as of Q4 2022.

  • Outlook Wealth Advisors reported no remaining iShares TIPS Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Outlook Wealth Advisors sold 36,885 iShares TIPS Bond ETF shares in Q4 2022, an estimated $3.87M.
  • Outlook Wealth Advisors first reported a position in iShares TIPS Bond ETF in Q2 2021 and held it in 6 quarters.
  • Outlook Wealth Advisors's iShares TIPS Bond ETF position peaked at $11.7M in Q4 2021.
  • 1,220 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2022.

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