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Syverson Strege & Co’s iShares TIPS Bond ETF TIP Stock Holding History

Syverson Strege & Co’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
Q4 		– Sell
-28
Closed -$3K – 330
2022
Q3 		$3K Buy
+28
New +$3.17K ﹤0.01% 239
2022
Q2 		– Sell
-520
Closed -$65K – 345
2022
Q1 		$65K Hold
520
– – 0.07% 107
2021
Q4 		$67K Hold
520
– – 0.05% 114
2021
Q3 		$66K Hold
520
– – 0.05% 121
2021
Q2 		$67K Buy
+520
New +$66.1K 0.06% 114

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Syverson Strege & Co's TIP Position: Q4 2022 in Review

Syverson Strege & Co sold out of iShares TIPS Bond ETF (TIP) in Q4 2022, closing a stake of 28 shares — an estimated $3K sold.

Syverson Strege & Co first reported a position in TIP in Q2 2021 and held it in 5 quarters. The position peaked at $67K in Q4 2021. 1,219 funds tracked by Wall St. Rank hold TIP as of Q4 2022.

  • Syverson Strege & Co reported no remaining iShares TIPS Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Syverson Strege & Co sold 28 iShares TIPS Bond ETF shares in Q4 2022, an estimated $3K.
  • Syverson Strege & Co first reported a position in iShares TIPS Bond ETF in Q2 2021 and held it in 5 quarters.
  • Syverson Strege & Co's iShares TIPS Bond ETF position peaked at $67K in Q4 2021.
  • 1,219 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2022.

Based on Syverson Strege & Co's 13F filing for Q4 2022, filed 7 Feb 2023.