WAL
TIP icon

W Advisors LLC’s iShares TIPS Bond ETF TIP Stock Holding History

W Advisors LLC’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
Q4 		– Sell
-3,656
Closed -$383K – 110
2022
Q3 		$383K Sell
3,656
-1,407
-28% -$159K 0.36% 67
2022
Q2 		$577K Buy
5,063
+1,585
+46% +$188K 0.5% 52
2022
Q1 		$433K Sell
3,478
-103
-3% -$13K 0.33% 67
2021
Q4 		$463K Buy
+3,581
New +$462K 0.35% 66

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

W Advisors LLC's TIP Position: Q4 2022 in Review

W Advisors LLC sold out of iShares TIPS Bond ETF (TIP) in Q4 2022, closing a stake of 3,656 shares — an estimated $383K sold.

W Advisors LLC first reported a position in TIP in Q4 2021 and held it in 4 quarters. The position peaked at $577K in Q2 2022. 1,219 funds tracked by Wall St. Rank hold TIP as of Q4 2022.

  • W Advisors LLC reported no remaining iShares TIPS Bond ETF position as of Q4 2022 after selling out during the quarter.
  • W Advisors LLC sold 3,656 iShares TIPS Bond ETF shares in Q4 2022, an estimated $383K.
  • W Advisors LLC first reported a position in iShares TIPS Bond ETF in Q4 2021 and held it in 4 quarters.
  • W Advisors LLC's iShares TIPS Bond ETF position peaked at $577K in Q2 2022.
  • 1,219 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2022.

Based on W Advisors LLC's 13F filing for Q4 2022, filed 7 Feb 2023.