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Secure Asset Management’s iShares TIPS Bond ETF TIP Stock Holding History

Secure Asset 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
2023
Q1 		– Sell
-39,332
Closed -$4.19M – 207
2022
Q4 		$4.19M Buy
39,332
+23,616
+150% +$2.52M 1.5% 8
2022
Q3 		$1.65M Buy
15,716
+2,321
+17% +$263K 0.92% 14
2022
Q2 		$1.53M Buy
13,395
+2,941
+28% +$349K 0.85% 19
2022
Q1 		$1.3M Buy
10,454
+4,060
+63% +$511K 0.59% 29
2021
Q4 		$826K Buy
6,394
+1,537
+32% +$198K 0.33% 52
2021
Q3 		$620K Buy
4,857
+85
+2% +$11K 0.31% 55
2021
Q2 		$611K Buy
4,772
+903
+23% +$115K 0.31% 58
2021
Q1 		$486K Buy
3,869
+698
+22% +$88.3K 0.27% 80
2020
Q4 		$405K Buy
3,171
+226
+8% +$28.5K 0.24% 89
2020
Q3 		$373K Sell
2,945
-932
-24% -$117K 0.26% 89
2020
Q2 		$477K Buy
3,877
+1,301
+51% +$158K 0.34% 81
2020
Q1 		$304K Sell
2,576
-952
-27% -$112K 0.33% 75
2019
Q4 		$411K Buy
+3,528
New +$410K 0.29% 86

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Secure Asset Management's TIP Position: Q1 2023 in Review

Secure Asset Management sold out of iShares TIPS Bond ETF (TIP) in Q1 2023, closing a stake of 39,332 shares — an estimated $4.19M sold.

Secure Asset Management first reported a position in TIP in Q4 2019 and held it in 13 quarters. The position peaked at $4.19M in Q4 2022. 1,113 funds tracked by Wall St. Rank hold TIP as of Q1 2023.

  • Secure Asset Management reported no remaining iShares TIPS Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Secure Asset Management sold 39,332 iShares TIPS Bond ETF shares in Q1 2023, an estimated $4.19M.
  • Secure Asset Management first reported a position in iShares TIPS Bond ETF in Q4 2019 and held it in 13 quarters.
  • Secure Asset Management's iShares TIPS Bond ETF position peaked at $4.19M in Q4 2022.
  • 1,113 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2023.

Based on Secure Asset Management's 13F filing for Q1 2023, filed 13 Apr 2023.