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Tempus Wealth Planning’s iShares TIPS Bond ETF TIP Stock Holding History

Tempus Wealth Planning’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
2024
Q3 		– Sell
-1,913
Closed -$204K – 227
2024
Q2 		$204K Buy
+1,913
New +$203K 0.09% 196
2023
Q4 		– Sell
-2,082
Closed -$216K – 198
2023
Q3 		$216K Sell
2,082
-184
-8% -$19.5K 0.11% 153
2023
Q2 		$244K Sell
2,266
-573
-20% -$62.4K 0.11% 162
2023
Q1 		$313K Sell
2,839
-361
-11% -$39.1K 0.15% 126
2022
Q4 		$341K Sell
3,200
-118
-4% -$12.6K 0.21% 119
2022
Q3 		$348K Buy
+3,318
New +$376K 0.23% 118

Other funds holding TIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

Tempus Wealth Planning's TIP Position: Q3 2024 in Review

Tempus Wealth Planning sold out of iShares TIPS Bond ETF (TIP) in Q3 2024, closing a stake of 1,913 shares — an estimated $204K sold.

Tempus Wealth Planning first reported a position in TIP in Q3 2022 and held it in 6 quarters. The position peaked at $348K in Q3 2022. 962 funds tracked by Wall St. Rank hold TIP as of Q3 2024.

  • Tempus Wealth Planning reported no remaining iShares TIPS Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Tempus Wealth Planning sold 1,913 iShares TIPS Bond ETF shares in Q3 2024, an estimated $204K.
  • Tempus Wealth Planning first reported a position in iShares TIPS Bond ETF in Q3 2022 and held it in 6 quarters.
  • Tempus Wealth Planning's iShares TIPS Bond ETF position peaked at $348K in Q3 2022.
  • 962 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2024.

Based on Tempus Wealth Planning's 13F filing for Q3 2024, filed 22 Oct 2024.