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Summit Wealth Partners’s iShares TIPS Bond ETF TIP Stock Holding History

Summit Wealth Partners’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
Q4 		– Sell
-2,267
Closed -$235K – 216
2023
Q3 		$235K Buy
2,267
+25
+1% +$2.65K 0.06% 166
2023
Q2 		$241K Sell
2,242
-232
-9% -$25.3K 0.06% 163
2023
Q1 		$273K Sell
2,474
-323
-12% -$35K 0.07% 157
2022
Q4 		$298K Sell
2,797
-1,495
-35% -$160K 0.08% 145
2022
Q3 		$450K Sell
4,292
-644
-13% -$72.9K 0.13% 96
2022
Q2 		$562K Sell
4,936
-27,018
-85% -$3.2M 0.15% 83
2022
Q1 		$3.98M Sell
31,954
-4,862
-13% -$612K 0.9% 27
2021
Q4 		$4.76M Buy
36,816
+3,875
+12% +$500K 1.02% 25
2021
Q3 		$4.21M Sell
32,941
-2,315
-7% -$298K 0.99% 25
2021
Q2 		$4.51M Buy
35,256
+3,542
+11% +$450K 1.08% 24
2021
Q1 		$3.98M Buy
31,714
+1,739
+6% +$220K 1.02% 25
2020
Q4 		$3.83M Sell
29,975
-25,741
-46% -$3.25M 1.04% 24
2020
Q3 		$7.05M Buy
55,716
+28,963
+108% +$3.64M 2.12% 13
2020
Q2 		$3.29M Buy
+26,753
New +$3.25M 1.06% 24
2020
Q1 		– Sell
-1,843
Closed -$215K – 125
2019
Q4 		$215K Buy
+1,843
New +$214K 0.07% 113

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Summit Wealth Partners's TIP Position: Q4 2023 in Review

Summit Wealth Partners sold out of iShares TIPS Bond ETF (TIP) in Q4 2023, closing a stake of 2,267 shares — an estimated $235K sold.

Summit Wealth Partners first reported a position in TIP in Q4 2019 and held it in 15 quarters. The position peaked at $7.05M in Q3 2020. 1,101 funds tracked by Wall St. Rank hold TIP as of Q4 2023.

  • Summit Wealth Partners reported no remaining iShares TIPS Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Summit Wealth Partners sold 2,267 iShares TIPS Bond ETF shares in Q4 2023, an estimated $235K.
  • Summit Wealth Partners first reported a position in iShares TIPS Bond ETF in Q4 2019 and held it in 15 quarters.
  • Summit Wealth Partners's iShares TIPS Bond ETF position peaked at $7.05M in Q3 2020.
  • 1,101 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2023.

Based on Summit Wealth Partners's 13F filing for Q4 2023, filed 11 Sep 2024.