RWM
TIP icon

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

RBA 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
2024
Q2 		– Sell
-1,873
Closed -$201K – 92
2024
Q1 		$201K Sell
1,873
-140
-7% -$15K 0.08% 90
2023
Q4 		$216K Sell
2,013
-30
-1% -$3.14K 0.09% 87
2023
Q3 		$212K Sell
2,043
-90
-4% -$9.52K 0.1% 84
2023
Q2 		$230K Hold
2,133
– – 0.11% 85
2023
Q1 		$235K Sell
2,133
-39
-2% -$4.22K 0.12% 84
2022
Q4 		$231K Sell
2,172
-570
-21% -$60.9K 0.12% 81
2022
Q3 		$288K Sell
2,742
-175
-6% -$19.8K 0.17% 74
2022
Q2 		$332K Buy
2,917
+2
+0.1% +$237 0.18% 69
2022
Q1 		$363K Buy
2,915
+1
+0% +$126 0.17% 76
2021
Q4 		$376K Buy
+2,914
New +$376K 0.18% 82
2021
Q1 		– Sell
-3,012
Closed -$384K – 263
2020
Q4 		$384K Sell
3,012
-100
-3% -$12.6K 0.23% 81
2020
Q3 		$394K Sell
3,112
-425
-12% -$53.4K 0.27% 80
2020
Q2 		$435K Sell
3,537
-420
-11% -$51.1K 0.32% 78
2020
Q1 		$467K Sell
3,957
-29
-0.7% -$3.42K 0.4% 71
2019
Q4 		$464K Sell
3,986
-205
-5% -$23.8K 0.32% 70
2019
Q3 		$487K Sell
4,191
-3,809
-48% -$442K 0.37% 58
2019
Q2 		$924K Sell
8,000
-1,974
-20% -$224K 0.71% 46
2019
Q1 		$1.13M Buy
+9,974
New +$1.11M 0.88% 46

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RBA Wealth Management's TIP Position: Q2 2024 in Review

RBA Wealth Management sold out of iShares TIPS Bond ETF (TIP) in Q2 2024, closing a stake of 1,873 shares — an estimated $201K sold.

RBA Wealth Management first reported a position in TIP in Q1 2019 and held it in 18 quarters. The position peaked at $1.13M in Q1 2019. 1,024 funds tracked by Wall St. Rank hold TIP as of Q2 2024.

  • RBA Wealth Management reported no remaining iShares TIPS Bond ETF position as of Q2 2024 after selling out during the quarter.
  • RBA Wealth Management sold 1,873 iShares TIPS Bond ETF shares in Q2 2024, an estimated $201K.
  • RBA Wealth Management first reported a position in iShares TIPS Bond ETF in Q1 2019 and held it in 18 quarters.
  • RBA Wealth Management's iShares TIPS Bond ETF position peaked at $1.13M in Q1 2019.
  • 1,024 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2024.

Based on RBA Wealth Management's 13F filing for Q2 2024, filed 19 Jul 2024.