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

VERITY 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
2023
Q2 		– Sell
-5,915
Closed -$652K – 73
2023
Q1 		$652K Hold
5,915
– – 0.6% 33
2022
Q4 		$630K Buy
5,915
+23
+0.4% +$2.46K 0.62% 32
2022
Q3 		$618K Sell
5,892
-5,172
-47% -$586K 0.63% 32
2022
Q2 		$1.26M Buy
11,064
+133
+1% +$15.8K 1.22% 19
2022
Q1 		$1.36M Buy
10,931
+455
+4% +$57.2K 1.2% 17
2021
Q4 		$1.35M Buy
10,476
+2,588
+33% +$334K 1.12% 17
2021
Q3 		$1.01M Buy
7,888
+95
+1% +$12.2K 0.9% 21
2021
Q2 		$998K Buy
7,793
+57
+0.7% +$7.24K 0.91% 22
2021
Q1 		$971K Hold
7,736
– – 0.86% 21
2020
Q4 		$988K Buy
7,736
+34
+0.4% +$4.29K 0.9% 22
2020
Q3 		$974K Hold
7,702
– – 0.99% 21
2020
Q2 		$947K Buy
7,702
+18
+0.2% +$2.19K 1.01% 22
2020
Q1 		$906K Sell
7,684
-3,016
-28% -$355K 1.23% 21
2019
Q4 		$1.25M Buy
10,700
+30
+0.3% +$3.49K 1.2% 20
2019
Q3 		$1.24M Buy
10,670
+66
+0.6% +$7.66K 1.22% 19
2019
Q2 		$1.23M Buy
10,604
+47
+0.4% +$5.34K 1.21% 22
2019
Q1 		$1.19M Sell
10,557
-1,287
-11% -$143K 1.22% 22
2018
Q4 		$1.3M Buy
+11,844
New +$1.29M 1.49% 20

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

VERITY Wealth Advisors's TIP Position: Q2 2023 in Review

VERITY Wealth Advisors sold out of iShares TIPS Bond ETF (TIP) in Q2 2023, closing a stake of 5,915 shares — an estimated $652K sold.

VERITY Wealth Advisors first reported a position in TIP in Q4 2018 and held it in 18 quarters. The position peaked at $1.36M in Q1 2022. 1,076 funds tracked by Wall St. Rank hold TIP as of Q2 2023.

  • VERITY Wealth Advisors reported no remaining iShares TIPS Bond ETF position as of Q2 2023 after selling out during the quarter.
  • VERITY Wealth Advisors sold 5,915 iShares TIPS Bond ETF shares in Q2 2023, an estimated $652K.
  • VERITY Wealth Advisors first reported a position in iShares TIPS Bond ETF in Q4 2018 and held it in 18 quarters.
  • VERITY Wealth Advisors's iShares TIPS Bond ETF position peaked at $1.36M in Q1 2022.
  • 1,076 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2023.

Based on VERITY Wealth Advisors's 13F filing for Q2 2023, filed 27 Jul 2023.