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Schwallier Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History

Schwallier Wealth Management’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
Q2 		– Sell
-29,983
Closed -$3.22M – 31
2024
Q1 		$3.22M Buy
29,983
+17,893
+148% +$1.91M 2.59% 11
2023
Q4 		$1.3M Buy
+12,090
New +$1.26M 1.08% 15

Other funds holding TIP

BlackRock
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Schwallier Wealth Management's TIP Position: Q2 2024 in Review

Schwallier Wealth Management sold out of iShares TIPS Bond ETF (TIP) in Q2 2024, closing a stake of 29,983 shares — an estimated $3.22M sold.

Schwallier Wealth Management first reported a position in TIP in Q4 2023 and held it in 2 quarters. The position peaked at $3.22M in Q1 2024. 1,023 funds tracked by Wall St. Rank hold TIP as of Q2 2024.

  • Schwallier Wealth Management reported no remaining iShares TIPS Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Schwallier Wealth Management sold 29,983 iShares TIPS Bond ETF shares in Q2 2024, an estimated $3.22M.
  • Schwallier Wealth Management first reported a position in iShares TIPS Bond ETF in Q4 2023 and held it in 2 quarters.
  • Schwallier Wealth Management's iShares TIPS Bond ETF position peaked at $3.22M in Q1 2024.
  • 1,023 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2024.

Based on Schwallier Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.