RW
TIP icon

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

REDW 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
Q1 		– Sell
-2,162
Closed -$230K – 149
2022
Q4 		$230K Buy
2,162
+50
+2% +$5.34K 0.08% 120
2022
Q3 		$222K Sell
2,112
-264
-11% -$29.9K 0.09% 104
2022
Q2 		$271K Buy
2,376
+20
+0.8% +$2.37K 0.1% 98
2022
Q1 		$293K Hold
2,356
– – 0.09% 93
2021
Q4 		$304K Hold
2,356
– – 0.09% 87
2021
Q3 		$301K Hold
2,356
– – 0.1% 84
2021
Q2 		$302K Hold
2,356
– – 0.1% 85
2021
Q1 		$296K Buy
+2,356
New +$298K 0.1% 83

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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 $374B AUM 17.66% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

REDW Wealth's TIP Position: Q1 2023 in Review

REDW Wealth sold out of iShares TIPS Bond ETF (TIP) in Q1 2023, closing a stake of 2,162 shares — an estimated $230K sold.

REDW Wealth first reported a position in TIP in Q1 2021 and held it in 8 quarters. The position peaked at $304K in Q4 2021. 1,112 funds tracked by Wall St. Rank hold TIP as of Q1 2023.

  • REDW Wealth reported no remaining iShares TIPS Bond ETF position as of Q1 2023 after selling out during the quarter.
  • REDW Wealth sold 2,162 iShares TIPS Bond ETF shares in Q1 2023, an estimated $230K.
  • REDW Wealth first reported a position in iShares TIPS Bond ETF in Q1 2021 and held it in 8 quarters.
  • REDW Wealth's iShares TIPS Bond ETF position peaked at $304K in Q4 2021.
  • 1,112 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2023.

Based on REDW Wealth's 13F filing for Q1 2023, filed 10 May 2023.