RMR Wealth Builders’s iShares TIPS Bond ETF TIP Stock Holding History

RMR Wealth Builders’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 Q1	–	Sell	-2,711	Closed	-$289K	–	218
2022 Q4	$289K	Buy	2,711 +1	+0%	+$107	0.07%	145
2022 Q3	$284K	Sell	2,710 -9	-0.3%	-$1.02K	0.07%	142
2022 Q2	$310K	Sell	2,719 -293	-10%	-$34.7K	0.08%	139
2022 Q1	$375K	Buy	3,012 +1,388	+85%	+$175K	0.08%	138
2021 Q4	$210K	Sell	1,624 -2,267	-58%	-$292K	0.06%	116
2021 Q3	$497K	Buy	3,891 +294	+8%	+$37.9K	0.15%	99
2021 Q2	$460K	Sell	3,597 -1,192	-25%	-$151K	0.15%	99
2021 Q1	$601K	Buy	4,789 +1,383	+41%	+$175K	0.16%	87
2020 Q4	$435K	Sell	3,406 -1,411	-29%	-$178K	0.21%	84
2020 Q3	$609K	Buy	4,817 +2,301	+91%	+$289K	0.16%	100
2020 Q2	$309K	Buy	+2,516	New	+$306K	0.28%	84
2019 Q4	$285K	Buy	+2,445	New	+$284K	0.27%	77

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

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

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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RMR Wealth Builders's TIP Position: Q1 2023 in Review

RMR Wealth Builders sold out of iShares TIPS Bond ETF (TIP) in Q1 2023, closing a stake of 2,711 shares — an estimated $289K sold.

RMR Wealth Builders first reported a position in TIP in Q4 2019 and held it in 12 quarters. The position peaked at $609K in Q3 2020. 1,113 funds tracked by Wall St. Rank hold TIP as of Q1 2023.

RMR Wealth Builders reported no remaining iShares TIPS Bond ETF position as of Q1 2023 after selling out during the quarter.
RMR Wealth Builders sold 2,711 iShares TIPS Bond ETF shares in Q1 2023, an estimated $289K.
RMR Wealth Builders first reported a position in iShares TIPS Bond ETF in Q4 2019 and held it in 12 quarters.
RMR Wealth Builders's iShares TIPS Bond ETF position peaked at $609K in Q3 2020.
1,113 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2023.

Based on RMR Wealth Builders's 13F filing for Q1 2023, filed 11 Apr 2023.