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

Refined 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
2023
Q1 		– Sell
-74,951
Closed -$7.98M – 29
2022
Q4 		$7.98M Buy
74,951
+1,659
+2% +$177K 6.98% 7
2022
Q3 		$7.69M Buy
73,292
+1,210
+2% +$137K 6.94% 8
2022
Q2 		$8.21M Buy
72,082
+5,226
+8% +$620K 7.34% 5
2022
Q1 		$8.33M Sell
66,856
-38,237
-36% -$4.81M 7.04% 5
2021
Q4 		$13.6M Buy
105,093
+1,510
+1% +$195K 10.53% 2
2021
Q3 		$13.2M Buy
103,583
+1,254
+1% +$162K 10.71% 3
2021
Q2 		$13.1M Buy
+102,329
New +$13M 11% 2

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

Refined Wealth Management's TIP Position: Q1 2023 in Review

Refined Wealth Management sold out of iShares TIPS Bond ETF (TIP) in Q1 2023, closing a stake of 74,951 shares — an estimated $7.98M sold.

Refined Wealth Management first reported a position in TIP in Q2 2021 and held it in 7 quarters. The position peaked at $13.6M in Q4 2021. 1,112 funds tracked by Wall St. Rank hold TIP as of Q1 2023.

  • Refined Wealth Management reported no remaining iShares TIPS Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Refined Wealth Management sold 74,951 iShares TIPS Bond ETF shares in Q1 2023, an estimated $7.98M.
  • Refined Wealth Management first reported a position in iShares TIPS Bond ETF in Q2 2021 and held it in 7 quarters.
  • Refined Wealth Management's iShares TIPS Bond ETF position peaked at $13.6M in Q4 2021.
  • 1,112 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2023.

Based on Refined Wealth Management's 13F filing for Q1 2023, filed 17 Apr 2023.