TF
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TimeScale Financial’s iShares TIPS Bond ETF TIP Stock Holding History

TimeScale Financial’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 		$29.8K Sell
277
-48
-15% -$5.23K 0.01% 259
2023
Q1 		$35.8K Buy
325
+2
+0.6% +$216 0.01% 229
2022
Q4 		$33.9K Hold
323
– – 0.01% 185
2022
Q3 		$34K Buy
323
+7
+2% +$793 0.01% 186
2022
Q2 		$36K Buy
316
+7
+2% +$830 0.01% 182
2022
Q1 		$39K Buy
309
+1
+0.3% +$126 0.01% 187
2021
Q4 		$40K Sell
308
-27
-8% -$3.48K 0.01% 185
2021
Q3 		$43K Buy
335
+4
+1% +$516 0.01% 183
2021
Q2 		$42K Buy
331
+34
+11% +$4.32K 0.01% 185
2021
Q1 		$37K Buy
297
+50
+20% +$6.33K 0.01% 199
2020
Q4 		$32K Buy
247
+2
+0.8% +$252 0.01% 188
2020
Q3 		$31K Hold
245
– – 0.01% 185
2020
Q2 		$30K Buy
245
+1
+0.4% +$122 0.01% 187
2020
Q1 		$28K Buy
244
+1
+0.4% +$118 0.01% 175
2019
Q4 		$28K Hold
243
– – 0.01% 235
2019
Q3 		$28K Buy
243
+2
+0.8% +$232 0.01% 242
2019
Q2 		$28K Buy
+241
New +$27.4K 0.01% 244

Other funds holding TIP

BlackRock
BlackRock New York $5.72T 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TimeScale Financial's TIP Position: Q2 2023 in Review

TimeScale Financial reduced its iShares TIPS Bond ETF (TIP) stake by 15% in Q2 2023, selling an estimated $5.23K and leaving 277 shares worth $29.8K. The position accounts for 0.01% of the portfolio, ranked #259.

TimeScale Financial first reported a position in TIP in Q2 2019 and has held it in 17 quarters since. The position peaked at $43K in Q3 2021. 1,075 funds tracked by Wall St. Rank hold TIP as of Q2 2023.

  • TimeScale Financial held 277 shares of iShares TIPS Bond ETF worth $29.8K as of Q2 2023.
  • TimeScale Financial sold 48 iShares TIPS Bond ETF shares in Q2 2023, an estimated $5.23K.
  • iShares TIPS Bond ETF made up 0.01% of TimeScale Financial's portfolio in Q2 2023, its #259 holding.
  • TimeScale Financial first reported a position in iShares TIPS Bond ETF in Q2 2019 and has held it in 17 quarters since.
  • TimeScale Financial's iShares TIPS Bond ETF position peaked at $43K in Q3 2021.
  • 1,075 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2023.

Based on TimeScale Financial's 13F filing for Q2 2023, filed 27 Jul 2023.