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Resurgent Financial Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Resurgent Financial Advisors’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
2024
Q3 		– Sell
-2,268
Closed -$242K – 194
2024
Q2 		$242K Buy
+2,268
New +$241K 0.15% 157
2024
Q1 		– Sell
-1,572
Closed -$169K – 446
2023
Q4 		$169K Sell
1,572
-185
-11% -$19.3K 0.1% 183
2023
Q3 		$182K Buy
1,757
+1,122
+177% +$119K 0.12% 159
2023
Q2 		$68.3K Hold
635
– – 0.05% 288
2023
Q1 		$70K Sell
635
-517
-45% -$55.9K 0.05% 281
2022
Q4 		$123K Sell
1,152
-1,371
-54% -$146K 0.06% 276
2022
Q3 		$264K Sell
2,523
-35
-1% -$3.96K 0.18% 148
2022
Q2 		$291K Buy
2,558
+650
+34% +$77.1K 0.19% 138
2022
Q1 		$238K Buy
+1,908
New +$240K 0.15% 153

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

Resurgent Financial Advisors's TIP Position: Q3 2024 in Review

Resurgent Financial Advisors sold out of iShares TIPS Bond ETF (TIP) in Q3 2024, closing a stake of 2,268 shares — an estimated $242K sold.

Resurgent Financial Advisors first reported a position in TIP in Q1 2022 and held it in 9 quarters. The position peaked at $291K in Q2 2022. 959 funds tracked by Wall St. Rank hold TIP as of Q3 2024.

  • Resurgent Financial Advisors reported no remaining iShares TIPS Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Resurgent Financial Advisors sold 2,268 iShares TIPS Bond ETF shares in Q3 2024, an estimated $242K.
  • Resurgent Financial Advisors first reported a position in iShares TIPS Bond ETF in Q1 2022 and held it in 9 quarters.
  • Resurgent Financial Advisors's iShares TIPS Bond ETF position peaked at $291K in Q2 2022.
  • 959 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2024.

Based on Resurgent Financial Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.