RVW Wealth’s iShares TIPS Bond ETF TIP Stock Holding History

RVW Wealth’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	–	Sell	-6,905	Closed	-$742K	–	150
2023 Q4	$742K	Sell	6,905 -100	-1%	-$10.5K	0.08%	80
2023 Q3	$727K	Hold	7,005	–	–	0.09%	79
2023 Q2	$754K	Hold	7,005	–	–	0.09%	82
2023 Q1	$772K	Hold	7,005	–	–	0.1%	83
2022 Q4	$746K	Sell	7,005 -6	-0.1%	-$641	0.1%	84
2022 Q3	$735K	Hold	7,011	–	–	0.1%	83
2022 Q2	$799K	Hold	7,011	–	–	0.11%	80
2022 Q1	$873K	Sell	7,011 -29	-0.4%	-$3.65K	0.1%	73
2021 Q4	$910K	Hold	7,040	–	–	0.1%	70
2021 Q3	$1M	Buy	7,040 +29	+0.4%	+$3.74K	0.12%	80
2021 Q2	$1M	Buy	7,011 +100	+1%	+$12.7K	0.13%	73
2021 Q1	$1M	Hold	6,911	–	–	0.13%	98
2020 Q4	$1M	Hold	6,911	–	–	0.15%	89
2020 Q3	$874K	Sell	6,911 -6	-0.1%	-$754	0.15%	63
2020 Q2	$851K	Hold	6,917	–	–	0.16%	63
2020 Q1	$816K	Sell	6,917 -69	-1%	-$8.13K	0.19%	66
2019 Q4	$814K	Hold	6,986	–	–	0.18%	52
2019 Q3	$812K	Sell	6,986 -44	-0.6%	-$5.11K	0.19%	47
2019 Q2	$812K	Sell	7,030 -60	-0.8%	-$6.82K	0.19%	39
2019 Q1	$802K	Buy	+7,090	New	+$786K	0.2%	39

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

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

RVW Wealth's TIP Position: Q1 2024 in Review

RVW Wealth sold out of iShares TIPS Bond ETF (TIP) in Q1 2024, closing a stake of 6,905 shares — an estimated $742K sold.

RVW Wealth first reported a position in TIP in Q1 2019 and held it in 20 quarters. The position peaked at $1M in Q3 2021. 1,048 funds tracked by Wall St. Rank hold TIP as of Q1 2024.

RVW Wealth reported no remaining iShares TIPS Bond ETF position as of Q1 2024 after selling out during the quarter.
RVW Wealth sold 6,905 iShares TIPS Bond ETF shares in Q1 2024, an estimated $742K.
RVW Wealth first reported a position in iShares TIPS Bond ETF in Q1 2019 and held it in 20 quarters.
RVW Wealth's iShares TIPS Bond ETF position peaked at $1M in Q3 2021.
1,048 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2024.

Based on RVW Wealth's 13F filing for Q1 2024, filed 8 Apr 2024.