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Thrive Capital Management (Pennsylvania)’s iShares TIPS Bond ETF TIP Stock Holding History

Thrive Capital Management (Pennsylvania)’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
2022
Q3 		– Sell
-2,527
Closed -$288K – 115
2022
Q2 		$288K Buy
2,527
+265
+12% +$31.4K 0.2% 81
2022
Q1 		$282K Sell
2,262
-1,181
-34% -$149K 0.17% 78
2021
Q4 		$445K Buy
+3,443
New +$444K 0.29% 71

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Bank of America
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Thrive Capital Management (Pennsylvania)'s TIP Position: Q3 2022 in Review

Thrive Capital Management (Pennsylvania) sold out of iShares TIPS Bond ETF (TIP) in Q3 2022, closing a stake of 2,527 shares — an estimated $288K sold.

Thrive Capital Management (Pennsylvania) first reported a position in TIP in Q4 2021 and held it in 3 quarters. The position peaked at $445K in Q4 2021. 1,222 funds tracked by Wall St. Rank hold TIP as of Q3 2022.

  • Thrive Capital Management (Pennsylvania) reported no remaining iShares TIPS Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Thrive Capital Management (Pennsylvania) sold 2,527 iShares TIPS Bond ETF shares in Q3 2022, an estimated $288K.
  • Thrive Capital Management (Pennsylvania) first reported a position in iShares TIPS Bond ETF in Q4 2021 and held it in 3 quarters.
  • Thrive Capital Management (Pennsylvania)'s iShares TIPS Bond ETF position peaked at $445K in Q4 2021.
  • 1,222 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2022.

Based on Thrive Capital Management (Pennsylvania)'s 13F filing for Q3 2022, filed 9 Nov 2022.