PFG
TIP icon

Piershale Financial Group’s iShares TIPS Bond ETF TIP Stock Holding History

Piershale Financial Group’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
Q2 		$11.8K Buy
110
+1
+0.9% +$109 0.01% 103
2023
Q1 		$12K Hold
109
– – 0.01% 102
2022
Q4 		$11.6K Buy
+109
New +$11.6K 0.01% 102
2016
Q1 		– Sell
-111
Closed -$12K – 204
2015
Q4 		$12K Buy
+111
New +$12.3K 0.01% 106

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Piershale Financial Group's TIP Position: Q2 2023 in Review

Piershale Financial Group increased its iShares TIPS Bond ETF (TIP) stake by 0.92% in Q2 2023, buying an estimated $109 and bringing the position to 110 shares worth $11.8K. The position accounts for 0.01% of the portfolio, ranked #103.

Piershale Financial Group first reported a position in TIP in Q4 2015 and has held it in 4 quarters since. The position peaked at $12K in Q4 2015. 1,076 funds tracked by Wall St. Rank hold TIP as of Q2 2023.

  • Piershale Financial Group held 110 shares of iShares TIPS Bond ETF worth $11.8K as of Q2 2023.
  • Piershale Financial Group bought 1 iShares TIPS Bond ETF share in Q2 2023, an estimated $109.
  • iShares TIPS Bond ETF made up 0.01% of Piershale Financial Group's portfolio in Q2 2023, its #103 holding.
  • Piershale Financial Group first reported a position in iShares TIPS Bond ETF in Q4 2015 and has held it in 4 quarters since.
  • Piershale Financial Group's iShares TIPS Bond ETF position peaked at $12K in Q4 2015.
  • 1,076 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2023.

Based on Piershale Financial Group's 13F filing for Q2 2023, filed 6 Jul 2023.