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

Tower 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
2022
Q4 		– Sell
-2,249
Closed -$239K – 54
2022
Q3 		$239K Sell
2,249
-29,353
-93% -$3.32M 0.23% 46
2022
Q2 		$3.6M Sell
31,602
-29,492
-48% -$3.5M 4.78% 5
2022
Q1 		$7.61M Sell
61,094
-19,499
-24% -$2.45M 8.27% 5
2021
Q4 		$10.4M Sell
80,593
-269
-0.3% -$34.7K 10.55% 4
2021
Q3 		$10.3M Sell
80,862
-814
-1% -$105K 10.89% 4
2021
Q2 		$10.5M Buy
81,676
+6,799
+9% +$864K 11.5% 4
2021
Q1 		$9.4M Buy
+74,877
New +$9.48M 12.11% 3

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Tower Wealth Partners's TIP Position: Q4 2022 in Review

Tower Wealth Partners sold out of iShares TIPS Bond ETF (TIP) in Q4 2022, closing a stake of 2,249 shares — an estimated $239K sold.

Tower Wealth Partners first reported a position in TIP in Q1 2021 and held it in 7 quarters. The position peaked at $10.5M in Q2 2021. 1,220 funds tracked by Wall St. Rank hold TIP as of Q4 2022.

  • Tower Wealth Partners reported no remaining iShares TIPS Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Tower Wealth Partners sold 2,249 iShares TIPS Bond ETF shares in Q4 2022, an estimated $239K.
  • Tower Wealth Partners first reported a position in iShares TIPS Bond ETF in Q1 2021 and held it in 7 quarters.
  • Tower Wealth Partners's iShares TIPS Bond ETF position peaked at $10.5M in Q2 2021.
  • 1,220 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2022.

Based on Tower Wealth Partners's 13F filing for Q4 2022, filed 31 Jan 2023.