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TIP icon

Sweeney & Michel’s iShares TIPS Bond ETF TIP Stock Holding History

Sweeney & Michel’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 		$319K Sell
3,058
-953
-24% -$101K 0.17% 85
2023
Q2 		$427K Sell
4,011
-171
-4% -$18.6K 0.22% 74
2023
Q1 		$451K Buy
+4,182
New +$453K 0.24% 70

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 $49B AUM 17.78% 1-Year Est. Return

Sweeney & Michel's TIP Position: Q3 2023 in Review

Sweeney & Michel reduced its iShares TIPS Bond ETF (TIP) stake by 24% in Q3 2023, selling an estimated $101K and leaving 3,058 shares worth $319K. The position accounts for 0.17% of the portfolio, ranked #85.

Sweeney & Michel first reported a position in TIP in Q1 2023 and has held it in 3 quarters since. The position peaked at $451K in Q1 2023. 1,099 funds tracked by Wall St. Rank hold TIP as of Q3 2023.

  • Sweeney & Michel held 3,058 shares of iShares TIPS Bond ETF worth $319K as of Q3 2023.
  • Sweeney & Michel sold 953 iShares TIPS Bond ETF shares in Q3 2023, an estimated $101K.
  • iShares TIPS Bond ETF made up 0.17% of Sweeney & Michel's portfolio in Q3 2023, its #85 holding.
  • Sweeney & Michel first reported a position in iShares TIPS Bond ETF in Q1 2023 and has held it in 3 quarters since.
  • Sweeney & Michel's iShares TIPS Bond ETF position peaked at $451K in Q1 2023.
  • 1,099 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2023.

Based on Sweeney & Michel's 13F filing for Q3 2023, filed 9 Nov 2023.