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Watershed Private Wealth’s iShares TIPS Bond ETF TIP Stock Holding History

Watershed Private Wealth’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
Q3 		– Sell
-7,979
Closed -$852K – 124
2024
Q2 		$852K Buy
7,979
+457
+6% +$48.6K 0.36% 53
2024
Q1 		$808K Buy
+7,522
New +$804K 0.36% 57

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
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

Watershed Private Wealth's TIP Position: Q3 2024 in Review

Watershed Private Wealth sold out of iShares TIPS Bond ETF (TIP) in Q3 2024, closing a stake of 7,979 shares — an estimated $852K sold.

Watershed Private Wealth first reported a position in TIP in Q1 2024 and held it in 2 quarters. The position peaked at $852K in Q2 2024. 959 funds tracked by Wall St. Rank hold TIP as of Q3 2024.

  • Watershed Private Wealth reported no remaining iShares TIPS Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Watershed Private Wealth sold 7,979 iShares TIPS Bond ETF shares in Q3 2024, an estimated $852K.
  • Watershed Private Wealth first reported a position in iShares TIPS Bond ETF in Q1 2024 and held it in 2 quarters.
  • Watershed Private Wealth's iShares TIPS Bond ETF position peaked at $852K in Q2 2024.
  • 959 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2024.

Based on Watershed Private Wealth's 13F filing for Q3 2024, filed 15 Oct 2024.