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Ten Capital Wealth Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Ten Capital Wealth 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
2023
Q2 		– Sell
-13
Closed -$1.43K – 501
2023
Q1 		$1.43K Buy
13
+3
+30% +$325 ﹤0.01% 476
2022
Q4 		$1.06K Hold
10
– – ﹤0.01% 471
2022
Q3 		$1K Hold
10
– – ﹤0.01% 537
2022
Q2 		$1K Buy
+10
New +$1.19K ﹤0.01% 443

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ten Capital Wealth Advisors's TIP Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of iShares TIPS Bond ETF (TIP) in Q2 2023, closing a stake of 13 shares — an estimated $1.43K sold.

Ten Capital Wealth Advisors first reported a position in TIP in Q2 2022 and held it in 4 quarters. The position peaked at $1.43K in Q1 2023. 1,075 funds tracked by Wall St. Rank hold TIP as of Q2 2023.

  • Ten Capital Wealth Advisors reported no remaining iShares TIPS Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Ten Capital Wealth Advisors sold 13 iShares TIPS Bond ETF shares in Q2 2023, an estimated $1.43K.
  • Ten Capital Wealth Advisors first reported a position in iShares TIPS Bond ETF in Q2 2022 and held it in 4 quarters.
  • Ten Capital Wealth Advisors's iShares TIPS Bond ETF position peaked at $1.43K in Q1 2023.
  • 1,075 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.