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SteelPeak Wealth’s iShares TIPS Bond ETF TIP Stock Holding History

SteelPeak Wealth’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
-20,369
Closed -$2.18M – 606
2024
Q2 		$2.18M Buy
20,369
+31
+0.2% +$3.3K 0.1% 150
2024
Q1 		$2.18M Sell
20,338
-56,507
-74% -$6.04M 0.11% 148
2023
Q4 		$8.26M Buy
76,845
+48,598
+172% +$5.08M 0.48% 56
2023
Q3 		$2.93M Buy
+28,247
New +$2.99M 0.18% 108
2023
Q1 		– Sell
-31,489
Closed -$3.35M – 464
2022
Q4 		$3.35M Sell
31,489
-41,618
-57% -$4.44M 0.25% 85
2022
Q3 		$7.67M Sell
73,107
-21,446
-23% -$2.43M 0.57% 49
2022
Q2 		$10.8M Buy
94,553
+30,456
+48% +$3.61M 0.77% 32
2022
Q1 		$7.98M Sell
64,097
-63,809
-50% -$8.03M 0.45% 55
2021
Q4 		$16.5M Sell
127,906
-2,981
-2% -$384K 0.93% 24
2021
Q3 		$16.7M Buy
130,887
+112,161
+599% +$14.5M 1.1% 22
2021
Q2 		$2.4M Buy
18,726
+5,352
+40% +$680K 0.17% 104
2021
Q1 		$1.68M Buy
13,374
+264
+2% +$33.4K 0.13% 119
2020
Q4 		$1.67M Buy
13,110
+421
+3% +$53.1K 0.15% 113
2020
Q3 		$1.6M Buy
12,689
+133
+1% +$16.7K 0.17% 99
2020
Q2 		$1.54M Buy
12,556
+369
+3% +$44.9K 0.19% 92
2020
Q1 		$1.44M Buy
12,187
+2,746
+29% +$323K 0.23% 92
2019
Q4 		$1.1M Buy
+9,441
New +$1.1M 0.15% 116

Other funds holding TIP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

SteelPeak Wealth's TIP Position: Q3 2024 in Review

SteelPeak Wealth sold out of iShares TIPS Bond ETF (TIP) in Q3 2024, closing a stake of 20,369 shares — an estimated $2.18M sold.

SteelPeak Wealth first reported a position in TIP in Q4 2019 and held it in 17 quarters. The position peaked at $16.7M in Q3 2021. 959 funds tracked by Wall St. Rank hold TIP as of Q3 2024.

  • SteelPeak Wealth reported no remaining iShares TIPS Bond ETF position as of Q3 2024 after selling out during the quarter.
  • SteelPeak Wealth sold 20,369 iShares TIPS Bond ETF shares in Q3 2024, an estimated $2.18M.
  • SteelPeak Wealth first reported a position in iShares TIPS Bond ETF in Q4 2019 and held it in 17 quarters.
  • SteelPeak Wealth's iShares TIPS Bond ETF position peaked at $16.7M in Q3 2021.
  • 959 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2024.

Based on SteelPeak Wealth's 13F filing for Q3 2024, filed 25 Oct 2024.