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Teamwork Financial Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Teamwork Financial 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
2022
Q3 		– Sell
-6,520
Closed -$743K – 228
2022
Q2 		$743K Sell
6,520
-648
-9% -$76.9K 0.16% 96
2022
Q1 		$893K Buy
+7,168
New +$902K 0.17% 108

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 $374B AUM 17.66% 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

Teamwork Financial Advisors's TIP Position: Q3 2022 in Review

Teamwork Financial Advisors sold out of iShares TIPS Bond ETF (TIP) in Q3 2022, closing a stake of 6,520 shares — an estimated $743K sold.

Teamwork Financial Advisors first reported a position in TIP in Q1 2022 and held it in 2 quarters. The position peaked at $893K in Q1 2022. 1,221 funds tracked by Wall St. Rank hold TIP as of Q3 2022.

  • Teamwork Financial Advisors reported no remaining iShares TIPS Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Teamwork Financial Advisors sold 6,520 iShares TIPS Bond ETF shares in Q3 2022, an estimated $743K.
  • Teamwork Financial Advisors first reported a position in iShares TIPS Bond ETF in Q1 2022 and held it in 2 quarters.
  • Teamwork Financial Advisors's iShares TIPS Bond ETF position peaked at $893K in Q1 2022.
  • 1,221 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2022.

Based on Teamwork Financial Advisors's 13F filing for Q3 2022, filed 12 Oct 2022.