TWP
TIP icon

TFO Wealth Partners’s iShares TIPS Bond ETF TIP Stock Holding History

TFO Wealth 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
2023
Q4 		– Sell
-333
Closed -$35.8K – 1084
2023
Q3 		$35.8K Hold
333
– – 0.01% 107
2023
Q2 		$35.8K Buy
333
+305
+1,089% +$33.2K 0.01% 95
2023
Q1 		$3.09K Sell
28
-36,878
-100% -$3.99M ﹤0.01% 137
2022
Q4 		$3.13M Buy
36,906
+36,878
+131,707% +$3.94M 0.72% 12
2022
Q3 		$3K Hold
28
– – ﹤0.01% 115
2022
Q2 		$3K Buy
+28
New +$3.32K ﹤0.01% 283
2020
Q4 		– Sell
-55
Closed -$7K – 158
2020
Q3 		$7K Buy
+55
New +$6.91K ﹤0.01% 88
2020
Q1 		– Sell
-172
Closed -$20K – 171
2019
Q4 		$20K Buy
+172
New +$20K 0.02% 100

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T 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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.26B AUM 12.5% 1-Year Est. Return