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

Shakespeare 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 Q2	–	Sell	-1,871	Closed	-$230K	–	76
2022 Q1	$230K	Buy	1,871 +171	+10%	+$21.5K	0.08%	70
2021 Q4	$220K	Hold	1,700	–	–	0.08%	69
2021 Q3	$217K	Hold	1,700	–	–	0.08%	69
2021 Q2	$219K	Hold	1,700	–	–	0.08%	68
2021 Q1	$213K	Hold	1,700	–	–	0.09%	69
2020 Q4	$217K	Hold	1,700	–	–	0.09%	68
2020 Q3	$215K	Hold	1,700	–	–	0.11%	65
2020 Q2	$209K	Hold	1,700	–	–	0.12%	63
2020 Q1	$200K	Buy	+1,700	New	+$200K	0.14%	56

Other funds holding TIP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Shakespeare Wealth Management's TIP Position: Q2 2022 in Review

Shakespeare Wealth Management sold out of iShares TIPS Bond ETF (TIP) in Q2 2022, closing a stake of 1,871 shares — an estimated $230K sold.

Shakespeare Wealth Management first reported a position in TIP in Q1 2020 and held it in 9 quarters. The position peaked at $230K in Q1 2022. 1,293 funds tracked by Wall St. Rank hold TIP as of Q2 2022.

Shakespeare Wealth Management reported no remaining iShares TIPS Bond ETF position as of Q2 2022 after selling out during the quarter.
Shakespeare Wealth Management sold 1,871 iShares TIPS Bond ETF shares in Q2 2022, an estimated $230K.
Shakespeare Wealth Management first reported a position in iShares TIPS Bond ETF in Q1 2020 and held it in 9 quarters.
Shakespeare Wealth Management's iShares TIPS Bond ETF position peaked at $230K in Q1 2022.
1,293 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2022.

Based on Shakespeare Wealth Management's 13F filing for Q2 2022, filed 9 Aug 2022.