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SFMG Wealth Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

SFMG Wealth Advisors’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
Q1 		– Sell
-1,990
Closed -$257K – 324
2021
Q4 		$257K Buy
+1,990
New +$257K 0.03% 227
2014
Q2 		– Sell
-2,008
Closed -$225K – 89
2014
Q1 		$225K Buy
+2,008
New +$225K 0.08% 68
2013
Q3 		– Sell
-1,801
Closed -$202K – 75
2013
Q2 		$202K Buy
+1,801
New +$213K 0.08% 62

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

SFMG Wealth Advisors's TIP Position: Q1 2022 in Review

SFMG Wealth Advisors sold out of iShares TIPS Bond ETF (TIP) in Q1 2022, closing a stake of 1,990 shares — an estimated $257K sold.

SFMG Wealth Advisors first reported a position in TIP in Q2 2013 and held it in 3 quarters. The position peaked at $257K in Q4 2021. 1,342 funds tracked by Wall St. Rank hold TIP as of Q1 2022.

  • SFMG Wealth Advisors reported no remaining iShares TIPS Bond ETF position as of Q1 2022 after selling out during the quarter.
  • SFMG Wealth Advisors sold 1,990 iShares TIPS Bond ETF shares in Q1 2022, an estimated $257K.
  • SFMG Wealth Advisors first reported a position in iShares TIPS Bond ETF in Q2 2013 and held it in 3 quarters.
  • SFMG Wealth Advisors's iShares TIPS Bond ETF position peaked at $257K in Q4 2021.
  • 1,342 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2022.

Based on SFMG Wealth Advisors's 13F filing for Q1 2022, filed 21 Apr 2022.