SHJ
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Sharkey, Howes & Javer’s iShares TIPS Bond ETF TIP Stock Holding History

Sharkey, Howes & Javer’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
Q3 		– Sell
-10,035
Closed -$1.07M – 152
2024
Q2 		$1.07M Buy
10,035
+721
+8% +$76.7K 0.17% 67
2024
Q1 		$1M Buy
9,314
+826
+10% +$88.3K 0.16% 68
2023
Q4 		$912K Sell
8,488
-17,611
-67% -$1.84M 0.16% 66
2023
Q3 		$2.71M Buy
+26,099
New +$2.76M 0.52% 35
2023
Q1 		– Sell
-8,739
Closed -$930K – 105
2022
Q4 		$930K Sell
8,739
-61,638
-88% -$6.58M 0.21% 61
2022
Q3 		$7.38M Sell
70,377
-25,633
-27% -$2.9M 1.61% 14
2022
Q2 		$10.9M Buy
96,010
+47,113
+96% +$5.59M 2.65% 8
2022
Q1 		$6.09M Sell
48,897
-47,255
-49% -$5.94M 1.39% 18
2021
Q4 		$12.4M Buy
96,152
+21,639
+29% +$2.79M 2.81% 10
2021
Q3 		$9.52M Buy
+74,513
New +$9.61M 2.46% 13
2017
Q3 		– Sell
-657
Closed -$75K – 224
2017
Q2 		$75K Hold
657
– – 0.04% 72
2017
Q1 		$75K Buy
+657
New +$74.9K 0.04% 74
2015
Q4 		– Sell
-430
Closed -$48K – 268
2015
Q3 		$48K Buy
+430
New +$48K 0.04% 92

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

Sharkey, Howes & Javer's TIP Position: Q3 2024 in Review

Sharkey, Howes & Javer sold out of iShares TIPS Bond ETF (TIP) in Q3 2024, closing a stake of 10,035 shares — an estimated $1.07M sold.

Sharkey, Howes & Javer first reported a position in TIP in Q3 2015 and held it in 13 quarters. The position peaked at $12.4M in Q4 2021. 961 funds tracked by Wall St. Rank hold TIP as of Q3 2024.

  • Sharkey, Howes & Javer reported no remaining iShares TIPS Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Sharkey, Howes & Javer sold 10,035 iShares TIPS Bond ETF shares in Q3 2024, an estimated $1.07M.
  • Sharkey, Howes & Javer first reported a position in iShares TIPS Bond ETF in Q3 2015 and held it in 13 quarters.
  • Sharkey, Howes & Javer's iShares TIPS Bond ETF position peaked at $12.4M in Q4 2021.
  • 961 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2024.

Based on Sharkey, Howes & Javer's 13F filing for Q3 2024, filed 21 Oct 2024.