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

Rede 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
2023
Q3 		– Sell
-1,944
Closed -$209K – 95
2023
Q2 		$209K Sell
1,944
-1,082
-36% -$118K 0.1% 95
2023
Q1 		$334K Buy
+3,026
New +$327K 0.17% 68
2022
Q4 		– Sell
-2,177
Closed -$228K – 96
2022
Q3 		$228K Sell
2,177
-708
-25% -$80.2K 0.14% 83
2022
Q2 		$328K Sell
2,885
-5,197
-64% -$616K 0.19% 70
2022
Q1 		$1.01M Buy
8,082
+1,100
+16% +$138K 0.47% 26
2021
Q4 		$902K Buy
6,982
+893
+15% +$115K 0.45% 32
2021
Q3 		$777K Buy
6,089
+2,327
+62% +$300K 0.41% 36
2021
Q2 		$481K Buy
+3,762
New +$478K 0.26% 57

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Rede Wealth's TIP Position: Q3 2023 in Review

Rede Wealth sold out of iShares TIPS Bond ETF (TIP) in Q3 2023, closing a stake of 1,944 shares — an estimated $209K sold.

Rede Wealth first reported a position in TIP in Q2 2021 and held it in 8 quarters. The position peaked at $1.01M in Q1 2022. 1,099 funds tracked by Wall St. Rank hold TIP as of Q3 2023.

  • Rede Wealth reported no remaining iShares TIPS Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Rede Wealth sold 1,944 iShares TIPS Bond ETF shares in Q3 2023, an estimated $209K.
  • Rede Wealth first reported a position in iShares TIPS Bond ETF in Q2 2021 and held it in 8 quarters.
  • Rede Wealth's iShares TIPS Bond ETF position peaked at $1.01M in Q1 2022.
  • 1,099 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2023.

Based on Rede Wealth's 13F filing for Q3 2023, filed 8 Nov 2023.