SWA
TIP icon

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

Sutton 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
2023
Q3 		$2.18K Hold
21
– – ﹤0.01% 707
2023
Q2 		$2.26K Hold
21
– – ﹤0.01% 682
2023
Q1 		$2.31K Hold
21
– – ﹤0.01% 625
2022
Q4 		$2.23K Hold
21
– – ﹤0.01% 1200
2022
Q3 		$2.2K Sell
21
-3
-13% -$340 ﹤0.01% 1178
2022
Q2 		$2.73K Hold
24
– – ﹤0.01% 1141
2022
Q1 		$2.99K Hold
24
– – ﹤0.01% 1152
2021
Q4 		$3.1K Hold
24
– – ﹤0.01% 1140
2021
Q3 		$3.06K Hold
24
– – ﹤0.01% 1122
2021
Q2 		$3.07K Buy
24
+4
+20% +$508 ﹤0.01% 1114
2021
Q1 		$2.51K Hold
20
– – ﹤0.01% 1113
2020
Q4 		$2.55K Hold
20
– – ﹤0.01% 1078
2020
Q3 		$2.53K Hold
20
– – ﹤0.01% 1045
2020
Q2 		$2.46K Buy
20
+2
+11% +$243 ﹤0.01% 1037
2020
Q1 		$2.12K Sell
18
-2,148
-99% -$253K ﹤0.01% 1032
2019
Q4 		$252K Sell
2,166
-280
-11% -$32.6K 0.13% 128
2019
Q3 		$284K Sell
2,446
-54
-2% -$6.27K 0.16% 108
2019
Q2 		$289K Sell
2,500
-187
-7% -$21.3K 0.17% 107
2019
Q1 		$304K Sell
2,687
-251
-9% -$27.8K 0.18% 104
2018
Q4 		$322K Sell
2,938
-377
-11% -$41.2K 0.21% 87
2018
Q3 		$367K Buy
3,315
+44
+1% +$4.92K 0.24% 72
2018
Q2 		$369K Sell
3,271
-597
-15% -$67K 0.26% 62
2018
Q1 		$437K Sell
3,868
-1,494
-28% -$168K 0.31% 55
2017
Q4 		$612K Sell
5,362
-437
-8% -$49.7K 0.45% 38
2017
Q3 		$659K Sell
5,799
-21
-0.4% -$2.39K 0.5% 36
2017
Q2 		$660K Buy
5,820
+311
+6% +$35.5K 0.52% 34
2017
Q1 		$632K Sell
5,509
-85
-2% -$9.68K 0.53% 34
2016
Q4 		$633K Sell
5,594
-53
-0.9% -$6.05K 0.57% 28
2016
Q3 		$658K Sell
5,647
-644
-10% -$74.7K 0.6% 25
2016
Q2 		$734K Sell
6,291
-682
-10% -$78.3K 0.69% 22
2016
Q1 		$799K Buy
+6,973
New +$779K 0.76% 23

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Sutton Wealth Advisors's TIP Position: Q3 2023 in Review

Sutton Wealth Advisors held its iShares TIPS Bond ETF (TIP) position steady in Q3 2023 at 21 shares worth $2.18K. The position accounts for ﹤0.01% of the portfolio, ranked #707.

Sutton Wealth Advisors first reported a position in TIP in Q1 2016 and has held it in 31 quarters since. The position peaked at $799K in Q1 2016. 1,100 funds tracked by Wall St. Rank hold TIP as of Q3 2023.

  • Sutton Wealth Advisors held 21 shares of iShares TIPS Bond ETF worth $2.18K as of Q3 2023.
  • Sutton Wealth Advisors left its iShares TIPS Bond ETF share count unchanged in Q3 2023.
  • iShares TIPS Bond ETF made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #707 holding.
  • Sutton Wealth Advisors first reported a position in iShares TIPS Bond ETF in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's iShares TIPS Bond ETF position peaked at $799K in Q1 2016.
  • 1,100 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.