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Retirement Group’s iShares TIPS Bond ETF TIP Stock Holding History

Retirement 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
2024
Q1 		$25.3K Sell
236
-246
-51% -$26.3K 0.01% 320
2023
Q4 		$51.8K Buy
482
+2
+0.4% +$209 0.02% 216
2023
Q3 		$49.8K Buy
480
+3
+0.6% +$317 0.02% 203
2023
Q2 		$51.4K Buy
477
+228
+92% +$24.8K 0.02% 202
2023
Q1 		$27K Hold
249
– – 0.01% 266
2022
Q4 		$27K Buy
249
+1
+0.4% +$107 0.01% 236
2022
Q3 		$26K Buy
248
+7
+3% +$793 0.02% 161
2022
Q2 		$27K Buy
241
+6
+3% +$712 0.01% 274
2022
Q1 		$29K Buy
235
+1
+0.4% +$126 0.01% 283
2021
Q4 		$30K Buy
234
+3
+1% +$387 0.01% 275
2021
Q3 		$30K Buy
231
+4
+2% +$516 0.01% 271
2021
Q2 		$29K Buy
227
+3
+1% +$381 0.01% 281
2021
Q1 		$28K Hold
224
– – 0.01% 336
2020
Q4 		$28K Sell
224
-1,167
-84% -$147K 0.01% 325
2020
Q3 		$176K Buy
1,391
+648
+87% +$81.4K 0.1% 130
2020
Q2 		$91K Buy
+743
New +$90.3K 0.06% 178
2019
Q4 		$1K Buy
+9
New +$1.05K ﹤0.01% 623

Other funds holding TIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Retirement Group's TIP Position: Q1 2024 in Review

Retirement Group reduced its iShares TIPS Bond ETF (TIP) stake by 51% in Q1 2024, selling an estimated $26.3K and leaving 236 shares worth $25.3K. The position accounts for 0.01% of the portfolio, ranked #320.

Retirement Group first reported a position in TIP in Q4 2019 and has held it in 17 quarters since. The position peaked at $176K in Q3 2020. 1,047 funds tracked by Wall St. Rank hold TIP as of Q1 2024.

  • Retirement Group held 236 shares of iShares TIPS Bond ETF worth $25.3K as of Q1 2024.
  • Retirement Group sold 246 iShares TIPS Bond ETF shares in Q1 2024, an estimated $26.3K.
  • iShares TIPS Bond ETF made up 0.01% of Retirement Group's portfolio in Q1 2024, its #320 holding.
  • Retirement Group first reported a position in iShares TIPS Bond ETF in Q4 2019 and has held it in 17 quarters since.
  • Retirement Group's iShares TIPS Bond ETF position peaked at $176K in Q3 2020.
  • 1,047 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.