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Vahanian & Associates Financial Planning’s iShares TIPS Bond ETF TIP Stock Holding History

Vahanian & Associates Financial Planning’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
Q2 		– Sell
-2,037
Closed -$254K – 60
2022
Q1 		$254K Sell
2,037
-5,703
-74% -$717K 0.59% 48
2021
Q4 		$1M Buy
+7,740
New +$998K 0.81% 30

Other funds holding TIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Vahanian & Associates Financial Planning's TIP Position: Q2 2022 in Review

Vahanian & Associates Financial Planning sold out of iShares TIPS Bond ETF (TIP) in Q2 2022, closing a stake of 2,037 shares — an estimated $254K sold.

Vahanian & Associates Financial Planning first reported a position in TIP in Q4 2021 and held it in 2 quarters. The position peaked at $1M in Q4 2021. 1,293 funds tracked by Wall St. Rank hold TIP as of Q2 2022.

  • Vahanian & Associates Financial Planning reported no remaining iShares TIPS Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Vahanian & Associates Financial Planning sold 2,037 iShares TIPS Bond ETF shares in Q2 2022, an estimated $254K.
  • Vahanian & Associates Financial Planning first reported a position in iShares TIPS Bond ETF in Q4 2021 and held it in 2 quarters.
  • Vahanian & Associates Financial Planning's iShares TIPS Bond ETF position peaked at $1M in Q4 2021.
  • 1,293 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2022.

Based on Vahanian & Associates Financial Planning's 13F filing for Q2 2022, filed 27 Jul 2022.