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Strategies Wealth Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Strategies Wealth Advisors’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
Q2 		$366K Buy
3,217
+111
+4% +$13.2K 0.11% 66
2022
Q1 		$387K Buy
3,106
+17
+0.6% +$2.14K 0.1% 63
2021
Q4 		$399K Buy
+3,089
New +$398K 0.11% 59

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Strategies Wealth Advisors's TIP Position: Q2 2022 in Review

Strategies Wealth Advisors increased its iShares TIPS Bond ETF (TIP) stake by 3.6% in Q2 2022, buying an estimated $13.2K and bringing the position to 3,217 shares worth $366K. The position accounts for 0.11% of the portfolio, ranked #66.

Strategies Wealth Advisors first reported a position in TIP in Q4 2021 and has held it in 3 quarters since. The position peaked at $399K in Q4 2021. 1,291 funds tracked by Wall St. Rank hold TIP as of Q2 2022.

  • Strategies Wealth Advisors held 3,217 shares of iShares TIPS Bond ETF worth $366K as of Q2 2022.
  • Strategies Wealth Advisors bought 111 iShares TIPS Bond ETF shares in Q2 2022, an estimated $13.2K.
  • iShares TIPS Bond ETF made up 0.11% of Strategies Wealth Advisors's portfolio in Q2 2022, its #66 holding.
  • Strategies Wealth Advisors first reported a position in iShares TIPS Bond ETF in Q4 2021 and has held it in 3 quarters since.
  • Strategies Wealth Advisors's iShares TIPS Bond ETF position peaked at $399K in Q4 2021.
  • 1,291 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2022.

Based on Strategies Wealth Advisors's 13F filing for Q2 2022, filed 27 Jun 2023.