VWA
TIP icon

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
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
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