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Peninsula Wealth’s iShares TIPS Bond ETF TIP Stock Holding History

Peninsula Wealth’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
Q3 		– Sell
-2,864
Closed -$308K – 102
2024
Q2 		$308K Sell
2,864
-2,540
-47% -$270K 0.06% 78
2024
Q1 		$580K Sell
5,404
-935
-15% -$99.9K 0.12% 57
2023
Q4 		$681K Sell
6,339
-8,909
-58% -$932K 0.14% 50
2023
Q3 		$1.57M Buy
15,248
+1,435
+10% +$152K 0.37% 27
2023
Q2 		$1.49M Sell
13,813
-293
-2% -$31.9K 0.39% 28
2023
Q1 		$1.56M Buy
14,106
+3,018
+27% +$327K 0.45% 27
2022
Q4 		$1.18M Sell
11,088
-63
-0.6% -$6.73K 0.37% 31
2022
Q3 		$1.17M Buy
11,151
+344
+3% +$39K 0.41% 27
2022
Q2 		$1.23M Buy
10,807
+695
+7% +$82.4K 0.42% 23
2022
Q1 		$1.26M Buy
10,112
+188
+2% +$23.6K 0.36% 27
2021
Q4 		$1.28M Buy
+9,924
New +$1.28M 0.34% 27
2020
Q4 		– Sell
-4,269
Closed -$540K – 48
2020
Q3 		$540K Buy
4,269
+447
+12% +$56.2K 0.23% 29
2020
Q2 		$470K Sell
3,822
-598
-14% -$72.7K 0.22% 26
2020
Q1 		$521K Buy
4,420
+450
+11% +$53K 0.29% 25
2019
Q4 		$463K Sell
3,970
-18
-0.5% -$2.09K 0.21% 19
2019
Q3 		$465K Buy
3,988
+511
+15% +$59.3K 0.23% 19
2019
Q2 		$402K Sell
3,477
-370
-10% -$42.1K 0.21% 20
2019
Q1 		$435K Sell
3,847
-65
-2% -$7.21K 0.24% 19
2018
Q4 		$427K Buy
3,912
+661
+20% +$72.2K 0.27% 18
2018
Q3 		$360K Buy
3,251
+21
+0.7% +$2.35K 0.19% 20
2018
Q2 		$364K Buy
3,230
+18
+0.6% +$2.02K 0.21% 18
2018
Q1 		$363K Buy
+3,212
New +$362K 0.22% 18

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

Peninsula Wealth's TIP Position: Q3 2024 in Review

Peninsula Wealth sold out of iShares TIPS Bond ETF (TIP) in Q3 2024, closing a stake of 2,864 shares — an estimated $308K sold.

Peninsula Wealth first reported a position in TIP in Q1 2018 and held it in 22 quarters. The position peaked at $1.57M in Q3 2023. 959 funds tracked by Wall St. Rank hold TIP as of Q3 2024.

  • Peninsula Wealth reported no remaining iShares TIPS Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Peninsula Wealth sold 2,864 iShares TIPS Bond ETF shares in Q3 2024, an estimated $308K.
  • Peninsula Wealth first reported a position in iShares TIPS Bond ETF in Q1 2018 and held it in 22 quarters.
  • Peninsula Wealth's iShares TIPS Bond ETF position peaked at $1.57M in Q3 2023.
  • 959 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2024.

Based on Peninsula Wealth's 13F filing for Q3 2024, filed 14 Nov 2024.