TWP
TIP icon

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 $5.7T 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $48.2B AUM 24.23% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return