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Resolute Financial’s iShares TIPS Bond ETF TIP Stock Holding History

Resolute Financial’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
2022
Q4 		$2.3M Sell
21,590
-244
-1% -$26.1K 1.95% 10
2022
Q3 		$2.29M Sell
21,834
-35
-0.2% -$3.96K 2.17% 9
2022
Q2 		$2.49M Sell
21,869
-406
-2% -$48.1K 2.16% 9
2022
Q1 		$2.77M Sell
22,275
-186
-0.8% -$23.4K 2.26% 8
2021
Q4 		$2.9M Buy
+22,461
New +$2.9M 2.17% 8

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Resolute Financial's TIP Position: Q4 2022 in Review

Resolute Financial reduced its iShares TIPS Bond ETF (TIP) stake by 1.1% in Q4 2022, selling an estimated $26.1K and leaving 21,590 shares worth $2.3M. The position accounts for 1.95% of the portfolio, ranked #10.

Resolute Financial first reported a position in TIP in Q4 2021 and has held it in 5 quarters since. The position peaked at $2.9M in Q4 2021. 1,219 funds tracked by Wall St. Rank hold TIP as of Q4 2022.

  • Resolute Financial held 21,590 shares of iShares TIPS Bond ETF worth $2.3M as of Q4 2022.
  • Resolute Financial sold 244 iShares TIPS Bond ETF shares in Q4 2022, an estimated $26.1K.
  • iShares TIPS Bond ETF made up 1.95% of Resolute Financial's portfolio in Q4 2022, its #10 holding.
  • Resolute Financial first reported a position in iShares TIPS Bond ETF in Q4 2021 and has held it in 5 quarters since.
  • Resolute Financial's iShares TIPS Bond ETF position peaked at $2.9M in Q4 2021.
  • 1,219 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2022.

Based on Resolute Financial's 13F filing for Q4 2022, filed 13 Feb 2023.