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Surience Private Wealth’s iShares TIPS Bond ETF TIP Stock Holding History

Surience Private 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
2022
Q3 		– Sell
-40,514
Closed -$4.62M – 20
2022
Q2 		$4.62M Sell
40,514
-1,379
-3% -$164K 6.96% 5
2022
Q1 		$5.22M Sell
41,893
-18,260
-30% -$2.3M 4.57% 10
2021
Q4 		$7.77M Buy
+60,153
New +$7.76M 6.34% 4

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Surience Private Wealth's TIP Position: Q3 2022 in Review

Surience Private Wealth sold out of iShares TIPS Bond ETF (TIP) in Q3 2022, closing a stake of 40,514 shares — an estimated $4.62M sold.

Surience Private Wealth first reported a position in TIP in Q4 2021 and held it in 3 quarters. The position peaked at $7.77M in Q4 2021. 1,222 funds tracked by Wall St. Rank hold TIP as of Q3 2022.

  • Surience Private Wealth reported no remaining iShares TIPS Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Surience Private Wealth sold 40,514 iShares TIPS Bond ETF shares in Q3 2022, an estimated $4.62M.
  • Surience Private Wealth first reported a position in iShares TIPS Bond ETF in Q4 2021 and held it in 3 quarters.
  • Surience Private Wealth's iShares TIPS Bond ETF position peaked at $7.77M in Q4 2021.
  • 1,222 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2022.

Based on Surience Private Wealth's 13F filing for Q3 2022, filed 10 Nov 2022.