Ritter Daniher Financial Advisory’s iShares TIPS Bond ETF TIP Stock Holding History

Ritter Daniher Financial Advisory’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	-200	Closed	-$21.4K	–	326
2024 Q2	$21.4K	Buy	+200	New	+$21.3K	0.01%	195
2023 Q4	–	Sell	-242	Closed	-$25.1K	–	371
2023 Q3	$25.1K	Hold	242	–	–	0.01%	176
2023 Q2	$26K	Hold	242	–	–	0.01%	168
2023 Q1	$26.6K	Hold	242	–	–	0.01%	165
2022 Q4	$25.7K	Hold	242	–	–	0.01%	176
2022 Q3	$25K	Hold	242	–	–	0.02%	142
2022 Q2	$28K	Sell	242 -1,140	-82%	-$135K	0.02%	133
2022 Q1	$172K	Hold	1,382	–	–	0.12%	63
2021 Q4	$178K	Hold	1,382	–	–	0.12%	61
2021 Q3	$176K	Hold	1,382	–	–	0.13%	61
2021 Q2	$177K	Buy	1,382 +1,140	+471%	+$145K	0.13%	59
2021 Q1	$30K	Sell	242 -770	-76%	-$97.5K	0.02%	114
2020 Q4	$129K	Buy	+1,012	New	+$128K	0.11%	62

Other funds holding TIP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

Ritter Daniher Financial Advisory's TIP Position: Q3 2024 in Review

Ritter Daniher Financial Advisory sold out of iShares TIPS Bond ETF (TIP) in Q3 2024, closing a stake of 200 shares — an estimated $21.4K sold.

Ritter Daniher Financial Advisory first reported a position in TIP in Q4 2020 and held it in 13 quarters. The position peaked at $178K in Q4 2021. 961 funds tracked by Wall St. Rank hold TIP as of Q3 2024.

Ritter Daniher Financial Advisory reported no remaining iShares TIPS Bond ETF position as of Q3 2024 after selling out during the quarter.
Ritter Daniher Financial Advisory sold 200 iShares TIPS Bond ETF shares in Q3 2024, an estimated $21.4K.
Ritter Daniher Financial Advisory first reported a position in iShares TIPS Bond ETF in Q4 2020 and held it in 13 quarters.
Ritter Daniher Financial Advisory's iShares TIPS Bond ETF position peaked at $178K in Q4 2021.
961 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2024.

Based on Ritter Daniher Financial Advisory's 13F filing for Q3 2024, filed 7 Nov 2024.