SSWM
TIP icon

Strait & Sound Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History

Strait & Sound Wealth 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
-2,001
Closed -$221K – 113
2023
Q1 		$221K Sell
2,001
-150
-7% -$16.2K 0.22% 103
2022
Q4 		$232K Buy
+2,151
New +$230K 0.25% 98

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

Strait & Sound Wealth Management's TIP Position: Q2 2023 in Review

Strait & Sound Wealth Management sold out of iShares TIPS Bond ETF (TIP) in Q2 2023, closing a stake of 2,001 shares — an estimated $221K sold.

Strait & Sound Wealth Management first reported a position in TIP in Q4 2022 and held it in 2 quarters. The position peaked at $232K in Q4 2022. 1,075 funds tracked by Wall St. Rank hold TIP as of Q2 2023.

  • Strait & Sound Wealth Management reported no remaining iShares TIPS Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Strait & Sound Wealth Management sold 2,001 iShares TIPS Bond ETF shares in Q2 2023, an estimated $221K.
  • Strait & Sound Wealth Management first reported a position in iShares TIPS Bond ETF in Q4 2022 and held it in 2 quarters.
  • Strait & Sound Wealth Management's iShares TIPS Bond ETF position peaked at $232K in Q4 2022.
  • 1,075 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2023.

Based on Strait & Sound Wealth Management's 13F filing for Q2 2023, filed 30 Aug 2023.