RGF
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Retirement Guys Formula’s iShares TIPS Bond ETF TIP Stock Holding History

Retirement Guys Formula’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
Q4 		– Sell
-2,170
Closed -$225K – 132
2023
Q3 		$225K Buy
2,170
+117
+6% +$12.4K 0.16% 115
2023
Q2 		$221K Sell
2,053
-58
-3% -$6.32K 0.13% 119
2023
Q1 		$233K Buy
2,111
+31
+1% +$3.35K 0.17% 115
2022
Q4 		$221K Buy
+2,080
New +$222K 0.18% 113
2022
Q3 		– Sell
-2,313
Closed -$263K – 133
2022
Q2 		$263K Sell
2,313
-19,313
-89% -$2.29M 0.27% 111
2022
Q1 		$2.69M Sell
21,626
-15,063
-41% -$1.89M 1.8% 12
2021
Q4 		$4.74M Buy
+36,689
New +$4.73M 3.76% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Retirement Guys Formula's TIP Position: Q4 2023 in Review

Retirement Guys Formula sold out of iShares TIPS Bond ETF (TIP) in Q4 2023, closing a stake of 2,170 shares — an estimated $225K sold.

Retirement Guys Formula first reported a position in TIP in Q4 2021 and held it in 7 quarters. The position peaked at $4.74M in Q4 2021. 1,100 funds tracked by Wall St. Rank hold TIP as of Q4 2023.

  • Retirement Guys Formula reported no remaining iShares TIPS Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Retirement Guys Formula sold 2,170 iShares TIPS Bond ETF shares in Q4 2023, an estimated $225K.
  • Retirement Guys Formula first reported a position in iShares TIPS Bond ETF in Q4 2021 and held it in 7 quarters.
  • Retirement Guys Formula's iShares TIPS Bond ETF position peaked at $4.74M in Q4 2021.
  • 1,100 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2023.

Based on Retirement Guys Formula's 13F filing for Q4 2023, filed 22 Jan 2024.