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Standard Family Office’s iShares TIPS Bond ETF TIP Stock Holding History

Standard Family Office’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 		– Sell
-400
Closed -$42K – 398
2022
Q3 		$42K Buy
+400
New +$45.3K 0.02% 146

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Standard Family Office's TIP Position: Q4 2022 in Review

Standard Family Office sold out of iShares TIPS Bond ETF (TIP) in Q4 2022, closing a stake of 400 shares — an estimated $42K sold.

Standard Family Office first reported a position in TIP in Q3 2022 and held it in 1 quarter. The position peaked at $42K in Q3 2022. 1,220 funds tracked by Wall St. Rank hold TIP as of Q4 2022.

  • Standard Family Office reported no remaining iShares TIPS Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Standard Family Office sold 400 iShares TIPS Bond ETF shares in Q4 2022, an estimated $42K.
  • Standard Family Office first reported a position in iShares TIPS Bond ETF in Q3 2022 and held it in 1 quarter.
  • Standard Family Office's iShares TIPS Bond ETF position peaked at $42K in Q3 2022.
  • 1,220 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2022.

Based on Standard Family Office's 13F filing for Q4 2022, filed 13 Feb 2023.