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Pinnacle Family Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Pinnacle Family 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
2023
Q4 		– Sell
-9,526
Closed -$988K – 99
2023
Q3 		$988K Buy
9,526
+841
+10% +$89K 0.57% 28
2023
Q2 		$935K Buy
8,685
+25
+0.3% +$2.72K 0.5% 36
2023
Q1 		$955K Buy
+8,660
New +$937K 0.58% 37
2022
Q2 		– Sell
-6,426
Closed -$801K – 118
2022
Q1 		$801K Buy
6,426
+3,329
+107% +$419K 0.43% 41
2021
Q4 		$400K Sell
3,097
-62
-2% -$8K 0.18% 73
2021
Q3 		$403K Buy
3,159
+171
+6% +$22K 0.18% 78
2021
Q2 		$382K Buy
2,988
+265
+10% +$33.7K 0.17% 83
2021
Q1 		$342K Sell
2,723
-4,435
-62% -$561K 0.18% 84
2020
Q4 		$914K Buy
7,158
+4,504
+170% +$568K 0.56% 42
2020
Q3 		$336K Hold
2,654
– – 0.23% 48
2020
Q2 		$326K Buy
2,654
+8
+0.3% +$973 0.28% 49
2020
Q1 		$313K Buy
2,646
+279
+12% +$32.9K 0.38% 43
2019
Q4 		$276K Buy
2,367
+7
+0.3% +$814 0.25% 66
2019
Q3 		$274K Buy
2,360
+92
+4% +$10.7K 0.24% 62
2019
Q2 		$262K Buy
2,268
+18
+0.8% +$2.05K 0.22% 69
2019
Q1 		$254K Buy
+2,250
New +$250K 0.23% 65
2018
Q3 		– Sell
-3,531
Closed -$399K – 76
2018
Q2 		$399K Buy
3,531
+102
+3% +$11.4K 0.21% 55
2018
Q1 		$388K Sell
3,429
-22
-0.6% -$2.48K 0.22% 50
2017
Q4 		$394K Buy
3,451
+533
+18% +$60.6K 0.18% 58
2017
Q3 		$331K Sell
2,918
-6
-0.2% -$683 0.16% 61
2017
Q2 		$332K Buy
2,924
+103
+4% +$11.8K 0.19% 54
2017
Q1 		$323K Buy
+2,821
New +$321K 0.2% 53

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Pinnacle Family Advisors's TIP Position: Q4 2023 in Review

Pinnacle Family Advisors sold out of iShares TIPS Bond ETF (TIP) in Q4 2023, closing a stake of 9,526 shares — an estimated $988K sold.

Pinnacle Family Advisors first reported a position in TIP in Q1 2017 and held it in 22 quarters. The position peaked at $988K in Q3 2023. 1,100 funds tracked by Wall St. Rank hold TIP as of Q4 2023.

  • Pinnacle Family Advisors reported no remaining iShares TIPS Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Pinnacle Family Advisors sold 9,526 iShares TIPS Bond ETF shares in Q4 2023, an estimated $988K.
  • Pinnacle Family Advisors first reported a position in iShares TIPS Bond ETF in Q1 2017 and held it in 22 quarters.
  • Pinnacle Family Advisors's iShares TIPS Bond ETF position peaked at $988K in Q3 2023.
  • 1,100 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2023.

Based on Pinnacle Family Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.