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Regal Wealth Group’s iShares TIPS Bond ETF TIP Stock Holding History

Regal Wealth Group’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
-2,526
Closed -$269K – 51
2022
Q4 		$269K Sell
2,526
-114
-4% -$12.2K 0.2% 37
2022
Q3 		$278K Sell
2,640
-36,473
-93% -$4.13M 0.21% 34
2022
Q2 		$4.46M Sell
39,113
-7,321
-16% -$868K 3.22% 9
2022
Q1 		$5.64M Sell
46,434
-2,609
-5% -$328K 3.52% 9
2021
Q4 		$6.34M Buy
49,043
+1,023
+2% +$132K 3.57% 8
2021
Q3 		$6.13M Buy
48,020
+559
+1% +$72.1K 3.68% 9
2021
Q2 		$6.08M Buy
+47,461
New +$6.03M 3.59% 9

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

Regal Wealth Group's TIP Position: Q1 2023 in Review

Regal Wealth Group sold out of iShares TIPS Bond ETF (TIP) in Q1 2023, closing a stake of 2,526 shares — an estimated $269K sold.

Regal Wealth Group first reported a position in TIP in Q2 2021 and held it in 7 quarters. The position peaked at $6.34M in Q4 2021. 1,113 funds tracked by Wall St. Rank hold TIP as of Q1 2023.

  • Regal Wealth Group reported no remaining iShares TIPS Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Regal Wealth Group sold 2,526 iShares TIPS Bond ETF shares in Q1 2023, an estimated $269K.
  • Regal Wealth Group first reported a position in iShares TIPS Bond ETF in Q2 2021 and held it in 7 quarters.
  • Regal Wealth Group's iShares TIPS Bond ETF position peaked at $6.34M in Q4 2021.
  • 1,113 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2023.

Based on Regal Wealth Group's 13F filing for Q1 2023, filed 24 Apr 2023.