RWA
TIP icon

Rooted Wealth Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Rooted Wealth 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
2023
Q4 		– Sell
-3,218
Closed -$336K – 84
2023
Q3 		$336K Buy
3,218
+360
+13% +$38.1K 0.21% 56
2023
Q2 		$304K Sell
2,858
-35
-1% -$3.81K 0.21% 59
2023
Q1 		$318K Buy
2,893
+263
+10% +$28.5K 0.24% 54
2022
Q4 		$280K Buy
+2,630
New +$281K 0.23% 52

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 22.9% 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
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Rooted Wealth Advisors's TIP Position: Q4 2023 in Review

Rooted Wealth Advisors sold out of iShares TIPS Bond ETF (TIP) in Q4 2023, closing a stake of 3,218 shares — an estimated $336K sold.

Rooted Wealth Advisors first reported a position in TIP in Q4 2022 and held it in 4 quarters. The position peaked at $336K in Q3 2023. 1,102 funds tracked by Wall St. Rank hold TIP as of Q4 2023.

  • Rooted Wealth Advisors reported no remaining iShares TIPS Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Rooted Wealth Advisors sold 3,218 iShares TIPS Bond ETF shares in Q4 2023, an estimated $336K.
  • Rooted Wealth Advisors first reported a position in iShares TIPS Bond ETF in Q4 2022 and held it in 4 quarters.
  • Rooted Wealth Advisors's iShares TIPS Bond ETF position peaked at $336K in Q3 2023.
  • 1,102 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2023.

Based on Rooted Wealth Advisors's 13F filing for Q4 2023, filed 7 Feb 2024.