Parisi Gray Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History

Parisi Gray 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
2021 Q3	–	Sell	-699	Closed	-$90K	–	507
2021 Q2	$90K	Buy	+699	New	+$88.8K	0.03%	223
2019 Q2	–	Sell	-350	Closed	-$40K	–	417
2019 Q1	$40K	Hold	350	–	–	0.03%	242
2018 Q4	$38K	Hold	350	–	–	0.03%	244
2018 Q3	$39K	Hold	350	–	–	0.02%	259
2018 Q2	$40K	Hold	350	–	–	0.03%	264
2018 Q1	$39K	Buy	350 +20	+6%	+$2.25K	0.03%	253
2017 Q4	$38K	Buy	+330	New	+$37.5K	0.03%	254

Other funds holding TIP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Parisi Gray Wealth Management's TIP Position: Q3 2021 in Review

Parisi Gray Wealth Management sold out of iShares TIPS Bond ETF (TIP) in Q3 2021, closing a stake of 699 shares — an estimated $90K sold.

Parisi Gray Wealth Management first reported a position in TIP in Q4 2017 and held it in 7 quarters. The position peaked at $90K in Q2 2021. 1,187 funds tracked by Wall St. Rank hold TIP as of Q3 2021.

Parisi Gray Wealth Management reported no remaining iShares TIPS Bond ETF position as of Q3 2021 after selling out during the quarter.
Parisi Gray Wealth Management sold 699 iShares TIPS Bond ETF shares in Q3 2021, an estimated $90K.
Parisi Gray Wealth Management first reported a position in iShares TIPS Bond ETF in Q4 2017 and held it in 7 quarters.
Parisi Gray Wealth Management's iShares TIPS Bond ETF position peaked at $90K in Q2 2021.
1,187 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2021.

Based on Parisi Gray Wealth Management's 13F filing for Q3 2021, filed 16 Nov 2021.