Three Bridge Wealth Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Three Bridge 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	-2,063	Closed	-$227K	–	96
2023 Q1	$227K	Sell	2,063 -323	-14%	-$35K	0.11%	81
2022 Q4	$254K	Buy	2,386 +16	+0.7%	+$1.71K	0.14%	72
2022 Q3	$249K	Buy	2,370 +112	+5%	+$12.7K	0.13%	74
2022 Q2	$257K	Hold	2,258	–	–	0.13%	76
2022 Q1	$281K	Buy	+2,258	New	+$284K	0.08%	76

Other funds holding TIP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Three Bridge Wealth Advisors's TIP Position: Q2 2023 in Review

Three Bridge Wealth Advisors sold out of iShares TIPS Bond ETF (TIP) in Q2 2023, closing a stake of 2,063 shares — an estimated $227K sold.

Three Bridge Wealth Advisors first reported a position in TIP in Q1 2022 and held it in 5 quarters. The position peaked at $281K in Q1 2022. 1,075 funds tracked by Wall St. Rank hold TIP as of Q2 2023.

Three Bridge Wealth Advisors reported no remaining iShares TIPS Bond ETF position as of Q2 2023 after selling out during the quarter.
Three Bridge Wealth Advisors sold 2,063 iShares TIPS Bond ETF shares in Q2 2023, an estimated $227K.
Three Bridge Wealth Advisors first reported a position in iShares TIPS Bond ETF in Q1 2022 and held it in 5 quarters.
Three Bridge Wealth Advisors's iShares TIPS Bond ETF position peaked at $281K in Q1 2022.
1,075 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2023.

Based on Three Bridge Wealth Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.