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TrueWealth Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

TrueWealth 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
Q4 		– Sell
-3,011
Closed -$312K – 207
2023
Q3 		$312K Buy
3,011
+805
+36% +$85.2K 0.13% 120
2023
Q2 		$237K Sell
2,206
-513
-19% -$55.9K 0.1% 162
2023
Q1 		$300K Sell
2,719
-926
-25% -$100K 0.13% 134
2022
Q4 		$388K Sell
3,645
-2,432
-40% -$260K 0.17% 101
2022
Q3 		$637K Sell
6,077
-1,627
-21% -$184K 0.3% 68
2022
Q2 		$878K Sell
7,704
-1,120
-13% -$133K 0.41% 55
2022
Q1 		$1.14M Hold
8,824
– – 0.51% 44
2021
Q4 		$1.14M Buy
8,824
+4,767
+118% +$615K 0.51% 44
2021
Q3 		$518K Buy
+4,057
New +$523K 0.29% 70

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

TrueWealth Advisors's TIP Position: Q4 2023 in Review

TrueWealth Advisors sold out of iShares TIPS Bond ETF (TIP) in Q4 2023, closing a stake of 3,011 shares — an estimated $312K sold.

TrueWealth Advisors first reported a position in TIP in Q3 2021 and held it in 9 quarters. The position peaked at $1.14M in Q1 2022. 1,100 funds tracked by Wall St. Rank hold TIP as of Q4 2023.

  • TrueWealth Advisors reported no remaining iShares TIPS Bond ETF position as of Q4 2023 after selling out during the quarter.
  • TrueWealth Advisors sold 3,011 iShares TIPS Bond ETF shares in Q4 2023, an estimated $312K.
  • TrueWealth Advisors first reported a position in iShares TIPS Bond ETF in Q3 2021 and held it in 9 quarters.
  • TrueWealth Advisors's iShares TIPS Bond ETF position peaked at $1.14M in Q1 2022.
  • 1,100 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2023.

Based on TrueWealth Advisors's 13F filing for Q4 2023, filed 8 Feb 2024.