Wagner Wealth Management (South Carolina)’s iShares TIPS Bond ETF TIP Stock Holding History

Wagner Wealth Management (South Carolina)’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	-36	Closed	-$3.87K	–	275
2023 Q4	$3.87K	Hold	36	–	–	﹤0.01%	212
2023 Q3	$3.73K	Hold	36	–	–	﹤0.01%	190
2023 Q2	$3.87K	Hold	36	–	–	﹤0.01%	195
2023 Q1	$3.97K	Hold	36	–	–	﹤0.01%	190
2022 Q4	$3.83K	Buy	+36	New	+$3.84K	﹤0.01%	204
2022 Q3	–	Sell	-25	Closed	-$2.83K	–	771
2022 Q2	$3K	Sell	25 -25	-50%	-$2.96K	﹤0.01%	596
2022 Q1	$6K	Buy	50 +25	+100%	+$3.15K	﹤0.01%	190
2021 Q4	$3K	Hold	25	–	–	﹤0.01%	616
2021 Q3	$3K	Sell	25 -25	-50%	-$3.22K	﹤0.01%	591
2021 Q2	$6K	Hold	50	–	–	﹤0.01%	556
2021 Q1	$6K	Sell	50 -14	-22%	-$1.77K	﹤0.01%	529
2020 Q4	$8K	Buy	+64	New	+$8.07K	0.01%	189
2018 Q3	$24K	Hold	220	–	–	0.02%	332
2018 Q2	$25K	Buy	+220	New	+$24.7K	0.02%	295

Other funds holding TIP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s TIP Position: Q1 2024 in Review

Wagner Wealth Management (South Carolina) sold out of iShares TIPS Bond ETF (TIP) in Q1 2024, closing a stake of 36 shares — an estimated $3.87K sold.

Wagner Wealth Management (South Carolina) first reported a position in TIP in Q2 2018 and held it in 14 quarters. The position peaked at $25K in Q2 2018. 1,048 funds tracked by Wall St. Rank hold TIP as of Q1 2024.

Wagner Wealth Management (South Carolina) reported no remaining iShares TIPS Bond ETF position as of Q1 2024 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 36 iShares TIPS Bond ETF shares in Q1 2024, an estimated $3.87K.
Wagner Wealth Management (South Carolina) first reported a position in iShares TIPS Bond ETF in Q2 2018 and held it in 14 quarters.
Wagner Wealth Management (South Carolina)'s iShares TIPS Bond ETF position peaked at $25K in Q2 2018.
1,048 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2024.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q1 2024, filed 23 Apr 2024.