SPAS
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Spectrum Planning & Advisory Services’s iShares TIPS Bond ETF TIP Stock Holding History

Spectrum Planning & Advisory Services’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
-3,612
Closed -$387K – 60
2024
Q2 		$387K Buy
+3,612
New +$384K 0.37% 36

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Morgan Stanley
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HSBC Holdings
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JP Morgan Chase
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return
PCIG
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Spectrum Planning & Advisory Services's TIP Position: Q3 2024 in Review

Spectrum Planning & Advisory Services sold out of iShares TIPS Bond ETF (TIP) in Q3 2024, closing a stake of 3,612 shares — an estimated $387K sold.

Spectrum Planning & Advisory Services first reported a position in TIP in Q2 2024 and held it in 1 quarter. The position peaked at $387K in Q2 2024. 959 funds tracked by Wall St. Rank hold TIP as of Q3 2024.

  • Spectrum Planning & Advisory Services reported no remaining iShares TIPS Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Spectrum Planning & Advisory Services sold 3,612 iShares TIPS Bond ETF shares in Q3 2024, an estimated $387K.
  • Spectrum Planning & Advisory Services first reported a position in iShares TIPS Bond ETF in Q2 2024 and held it in 1 quarter.
  • Spectrum Planning & Advisory Services's iShares TIPS Bond ETF position peaked at $387K in Q2 2024.
  • 959 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2024.

Based on Spectrum Planning & Advisory Services's 13F filing for Q3 2024, filed 8 Nov 2024.