VitalStone Financial’s iShares TIPS Bond ETF TIP Stock Holding History

VitalStone Financial’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
2024 Q1	–	Sell	-11	Closed	-$1K	–	606
2023 Q4	$1K	Buy	+11	New	+$1.15K	﹤0.01%	469

Other funds holding TIP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

VitalStone Financial's TIP Position: Q1 2024 in Review

VitalStone Financial sold out of iShares TIPS Bond ETF (TIP) in Q1 2024, closing a stake of 11 shares — an estimated $1K sold.

VitalStone Financial first reported a position in TIP in Q4 2023 and held it in 1 quarter. The position peaked at $1K in Q4 2023. 1,045 funds tracked by Wall St. Rank hold TIP as of Q1 2024.

VitalStone Financial reported no remaining iShares TIPS Bond ETF position as of Q1 2024 after selling out during the quarter.
VitalStone Financial sold 11 iShares TIPS Bond ETF shares in Q1 2024, an estimated $1K.
VitalStone Financial first reported a position in iShares TIPS Bond ETF in Q4 2023 and held it in 1 quarter.
VitalStone Financial's iShares TIPS Bond ETF position peaked at $1K in Q4 2023.
1,045 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2024.

Based on VitalStone Financial's 13F filing for Q1 2024, filed 6 May 2024.