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

Selective 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
2022
Q4 		$239K Buy
2,197
+85
+4% +$9.08K 0.13% 106
2022
Q3 		$222K Sell
2,112
-101
-5% -$11.4K 0.1% 113
2022
Q2 		$252K Buy
2,213
+165
+8% +$19.6K 0.09% 118
2022
Q1 		$255K Sell
2,048
-733
-26% -$92.2K 0.09% 109
2021
Q4 		$359K Buy
2,781
+689
+33% +$88.8K 0.15% 77
2021
Q3 		$267K Buy
2,092
+1,604
+329% +$207K 0.14% 81
2021
Q2 		$62K Buy
+488
New +$62K 0.05% 167

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Selective Wealth Management's TIP Position: Q4 2022 in Review

Selective Wealth Management increased its iShares TIPS Bond ETF (TIP) stake by 4% in Q4 2022, buying an estimated $9.08K and bringing the position to 2,197 shares worth $239K. The position accounts for 0.13% of the portfolio, ranked #106.

Selective Wealth Management first reported a position in TIP in Q2 2021 and has held it in 7 quarters since. The position peaked at $359K in Q4 2021. 1,219 funds tracked by Wall St. Rank hold TIP as of Q4 2022.

  • Selective Wealth Management held 2,197 shares of iShares TIPS Bond ETF worth $239K as of Q4 2022.
  • Selective Wealth Management bought 85 iShares TIPS Bond ETF shares in Q4 2022, an estimated $9.08K.
  • iShares TIPS Bond ETF made up 0.13% of Selective Wealth Management's portfolio in Q4 2022, its #106 holding.
  • Selective Wealth Management first reported a position in iShares TIPS Bond ETF in Q2 2021 and has held it in 7 quarters since.
  • Selective Wealth Management's iShares TIPS Bond ETF position peaked at $359K in Q4 2021.
  • 1,219 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.