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

V 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
2022 Q3	–	Sell	-3,184	Closed	-$363K	–	413
2022 Q2	$363K	Sell	3,184 -3,398	-52%	-$403K	0.07%	279
2022 Q1	$820K	Buy	6,582 +1,064	+19%	+$134K	0.13%	174
2021 Q4	$713K	Buy	5,518 +667	+14%	+$86K	0.1%	190
2021 Q3	$619K	Buy	4,851 +304	+7%	+$39.2K	0.1%	220
2021 Q2	$584K	Buy	4,547 +1,017	+29%	+$129K	0.09%	241
2021 Q1	$443K	Buy	3,530 +770	+28%	+$97.5K	0.08%	270
2020 Q4	$352K	Buy	+2,760	New	+$348K	0.07%	279
2017 Q3	–	Sell	-481	Closed	-$54K	–	652
2017 Q2	$54K	Buy	+481	New	+$55K	0.03%	304

Other funds holding TIP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

V Wealth Advisors's TIP Position: Q3 2022 in Review

V Wealth Advisors sold out of iShares TIPS Bond ETF (TIP) in Q3 2022, closing a stake of 3,184 shares — an estimated $363K sold.

V Wealth Advisors first reported a position in TIP in Q2 2017 and held it in 8 quarters. The position peaked at $820K in Q1 2022. 1,223 funds tracked by Wall St. Rank hold TIP as of Q3 2022.

V Wealth Advisors reported no remaining iShares TIPS Bond ETF position as of Q3 2022 after selling out during the quarter.
V Wealth Advisors sold 3,184 iShares TIPS Bond ETF shares in Q3 2022, an estimated $363K.
V Wealth Advisors first reported a position in iShares TIPS Bond ETF in Q2 2017 and held it in 8 quarters.
V Wealth Advisors's iShares TIPS Bond ETF position peaked at $820K in Q1 2022.
1,223 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2022.

Based on V Wealth Advisors's 13F filing for Q3 2022, filed 4 Nov 2022.