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Stordahl Capital Management’s iShares TIPS Bond ETF TIP Stock Holding History

Stordahl Capital 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
2023
Q2 		– Sell
-1,869
Closed -$206K – 57
2023
Q1 		$206K Buy
+1,869
New +$202K 0.06% 52
2022
Q4 		– Sell
-2,199
Closed -$231K – 53
2022
Q3 		$231K Sell
2,199
-1,860
-46% -$211K 0.08% 42
2022
Q2 		$462K Sell
4,059
-297
-7% -$35.2K 0.18% 34
2022
Q1 		$543K Sell
4,356
-20
-0.5% -$2.52K 0.2% 33
2021
Q4 		$565K Buy
4,376
+242
+6% +$31.2K 0.21% 33
2021
Q3 		$528K Hold
4,134
– – 0.21% 33
2021
Q2 		$529K Buy
4,134
+105
+3% +$13.3K 0.21% 33
2021
Q1 		$506K Hold
4,029
– – 0.21% 32
2020
Q4 		$514K Hold
4,029
– – 0.23% 31
2020
Q3 		$510K Hold
4,029
– – 0.26% 30
2020
Q2 		$496K Sell
4,029
-13
-0.3% -$1.58K 0.28% 30
2020
Q1 		$490K Sell
4,042
-35
-0.9% -$4.12K 0.3% 30
2019
Q4 		$475K Buy
4,077
+202
+5% +$23.5K 0.19% 32
2019
Q3 		$451K Sell
3,875
-8
-0.2% -$929 0.18% 32
2019
Q2 		$446K Sell
3,883
-15
-0.4% -$1.71K 0.17% 34
2019
Q1 		$439K Sell
3,898
-119
-3% -$13.2K 0.18% 32
2018
Q4 		$440K Buy
4,017
+20
+0.5% +$2.18K 0.22% 33
2018
Q3 		$436K Sell
3,997
-160
-4% -$17.9K 0.19% 29
2018
Q2 		$469K Buy
4,157
+48
+1% +$5.39K 0.21% 29
2018
Q1 		$465K Sell
4,109
-249
-6% -$28K 0.22% 29
2017
Q4 		$497K Buy
+4,358
New +$496K 0.24% 30

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stordahl Capital Management's TIP Position: Q2 2023 in Review

Stordahl Capital Management sold out of iShares TIPS Bond ETF (TIP) in Q2 2023, closing a stake of 1,869 shares — an estimated $206K sold.

Stordahl Capital Management first reported a position in TIP in Q4 2017 and held it in 21 quarters. The position peaked at $565K in Q4 2021. 1,075 funds tracked by Wall St. Rank hold TIP as of Q2 2023.

  • Stordahl Capital Management reported no remaining iShares TIPS Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Stordahl Capital Management sold 1,869 iShares TIPS Bond ETF shares in Q2 2023, an estimated $206K.
  • Stordahl Capital Management first reported a position in iShares TIPS Bond ETF in Q4 2017 and held it in 21 quarters.
  • Stordahl Capital Management's iShares TIPS Bond ETF position peaked at $565K in Q4 2021.
  • 1,075 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2023.

Based on Stordahl Capital Management's 13F filing for Q2 2023, filed 21 Jul 2023.