Oxinas Partners Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History

Oxinas Partners 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
2023 Q4	–	Sell	-2,349	Closed	-$244K	–	122
2023 Q3	$244K	Sell	2,349 -4	-0.2%	-$423	0.18%	93
2023 Q2	$253K	Buy	2,353 +322	+16%	+$35.1K	0.17%	99
2023 Q1	$224K	Sell	2,031 -8,999	-82%	-$974K	0.16%	95
2022 Q4	$1.17M	Sell	11,030 -245	-2%	-$26.2K	0.99%	29
2022 Q3	$1.18M	Sell	11,275 -10,231	-48%	-$1.16M	0.98%	29
2022 Q2	$2.45M	Buy	21,506 +1,105	+5%	+$131K	1.86%	19
2022 Q1	$2.54M	Buy	20,401 +4,382	+27%	+$551K	1.59%	17
2021 Q4	$2.07M	Buy	+16,019	New	+$2.07M	1.18%	21
2021 Q2	–	Sell	-9,999	Closed	-$1.25M	–	162
2021 Q1	$1.25M	Sell	9,999 -27,949	-74%	-$3.54M	0.8%	39
2020 Q4	$4.84M	Buy	+37,948	New	+$4.79M	3.6%	6

Other funds holding TIP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Oxinas Partners Wealth Management's TIP Position: Q4 2023 in Review

Oxinas Partners Wealth Management sold out of iShares TIPS Bond ETF (TIP) in Q4 2023, closing a stake of 2,349 shares — an estimated $244K sold.

Oxinas Partners Wealth Management first reported a position in TIP in Q4 2020 and held it in 10 quarters. The position peaked at $4.84M in Q4 2020. 1,102 funds tracked by Wall St. Rank hold TIP as of Q4 2023.

Oxinas Partners Wealth Management reported no remaining iShares TIPS Bond ETF position as of Q4 2023 after selling out during the quarter.
Oxinas Partners Wealth Management sold 2,349 iShares TIPS Bond ETF shares in Q4 2023, an estimated $244K.
Oxinas Partners Wealth Management first reported a position in iShares TIPS Bond ETF in Q4 2020 and held it in 10 quarters.
Oxinas Partners Wealth Management's iShares TIPS Bond ETF position peaked at $4.84M in Q4 2020.
1,102 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2023.

Based on Oxinas Partners Wealth Management's 13F filing for Q4 2023, filed 22 Jan 2024.