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Tennessee Valley Asset Management Partners’s iShares TIPS Bond ETF TIP Stock Holding History

Tennessee Valley Asset Management Partners’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
Q1 		– Sell
-129
Closed -$13.8K – 692
2023
Q4 		$13.8K Buy
+129
New +$13.5K ﹤0.01% 400

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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Tennessee Valley Asset Management Partners's TIP Position: Q1 2024 in Review

Tennessee Valley Asset Management Partners sold out of iShares TIPS Bond ETF (TIP) in Q1 2024, closing a stake of 129 shares — an estimated $13.8K sold.

Tennessee Valley Asset Management Partners first reported a position in TIP in Q4 2023 and held it in 1 quarter. The position peaked at $13.8K in Q4 2023. 1,045 funds tracked by Wall St. Rank hold TIP as of Q1 2024.

  • Tennessee Valley Asset Management Partners reported no remaining iShares TIPS Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Tennessee Valley Asset Management Partners sold 129 iShares TIPS Bond ETF shares in Q1 2024, an estimated $13.8K.
  • Tennessee Valley Asset Management Partners first reported a position in iShares TIPS Bond ETF in Q4 2023 and held it in 1 quarter.
  • Tennessee Valley Asset Management Partners's iShares TIPS Bond ETF position peaked at $13.8K in Q4 2023.
  • 1,045 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2024.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q1 2024, filed 23 Apr 2024.