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 $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 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 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

Mitsubishi UFJ Trust & Banking

Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return