Walled Lake Planning & Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History

Walled Lake Planning & Wealth Management’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
2021 Q4	–	Sell	-124	Closed	-$16K	–	290
2021 Q3	$16K	Buy	124 +2	+2%	+$258	0.01%	237
2021 Q2	$16K	Buy	122 +2	+2%	+$254	0.01%	220
2021 Q1	$15K	Hold	120	–	–	0.01%	218
2020 Q4	$15K	Buy	120 +1	+0.8%	+$126	0.01%	201
2020 Q3	$15K	Hold	119	–	–	0.01%	193
2020 Q2	$15K	Hold	119	–	–	0.01%	177
2020 Q1	$14K	Hold	119	–	–	0.01%	167
2019 Q4	$14K	Buy	+119	New	+$13.8K	0.01%	182

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

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

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

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

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

Walled Lake Planning & Wealth Management's TIP Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of iShares TIPS Bond ETF (TIP) in Q4 2021, closing a stake of 124 shares — an estimated $16K sold.

Walled Lake Planning & Wealth Management first reported a position in TIP in Q4 2019 and held it in 8 quarters. The position peaked at $16K in Q3 2021. 1,364 funds tracked by Wall St. Rank hold TIP as of Q4 2021.

Walled Lake Planning & Wealth Management reported no remaining iShares TIPS Bond ETF position as of Q4 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 124 iShares TIPS Bond ETF shares in Q4 2021, an estimated $16K.
Walled Lake Planning & Wealth Management first reported a position in iShares TIPS Bond ETF in Q4 2019 and held it in 8 quarters.
Walled Lake Planning & Wealth Management's iShares TIPS Bond ETF position peaked at $16K in Q3 2021.
1,364 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.