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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 $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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

TFO Wealth Partners's TIP Position: Q4 2023 in Review

TFO Wealth Partners sold out of iShares TIPS Bond ETF (TIP) in Q4 2023, closing a stake of 333 shares — an estimated $35.8K sold.

TFO Wealth Partners first reported a position in TIP in Q4 2019 and held it in 8 quarters. The position peaked at $3.13M in Q4 2022. 1,102 funds tracked by Wall St. Rank hold TIP as of Q4 2023.

  • TFO Wealth Partners reported no remaining iShares TIPS Bond ETF position as of Q4 2023 after selling out during the quarter.
  • TFO Wealth Partners sold 333 iShares TIPS Bond ETF shares in Q4 2023, an estimated $35.8K.
  • TFO Wealth Partners first reported a position in iShares TIPS Bond ETF in Q4 2019 and held it in 8 quarters.
  • TFO Wealth Partners's iShares TIPS Bond ETF position peaked at $3.13M in Q4 2022.
  • 1,102 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2023.

Based on TFO Wealth Partners's 13F filing for Q4 2023, filed 12 Feb 2024.