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Wealth Advisory Solutions’s iShares TIPS Bond ETF TIP Stock Holding History

Wealth Advisory Solutions’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
Q4 		– Sell
-1,893
Closed -$209K – 134
2024
Q3 		$209K Sell
1,893
-18
-0.9% -$1.96K 0.06% 121
2024
Q2 		$204K Sell
1,911
-111
-5% -$11.8K 0.06% 119
2024
Q1 		$217K Sell
2,022
-12
-0.6% -$1.28K 0.06% 117
2023
Q4 		$219K Sell
2,034
-2,015
-50% -$211K 0.08% 77
2023
Q3 		$428K Buy
+4,049
New +$428K 0.08% 98
2023
Q2 		– Sell
-2,086
Closed -$230K – 128
2023
Q1 		$230K Sell
2,086
-1,638
-44% -$177K 0.06% 117
2022
Q4 		$396K Sell
3,724
-1,795
-33% -$192K 0.11% 100
2022
Q3 		$579K Sell
5,519
-83
-1% -$9.4K 0.16% 89
2022
Q2 		$638K Sell
5,602
-506
-8% -$60K 0.16% 91
2022
Q1 		$761K Buy
+6,108
New +$768K 0.16% 91
2021
Q3 		$771K Buy
6,039
+195
+3% +$25.1K 0.17% 93
2021
Q2 		$748K Buy
+5,844
New +$742K 0.18% 94
2021
Q1 		– Sell
-5,167
Closed -$659K – 199
2020
Q4 		$659K Sell
5,167
-196
-4% -$24.7K 0.18% 82
2020
Q3 		$678K Sell
5,363
-7,142
-57% -$897K 0.18% 91
2020
Q2 		$1.54M Buy
12,505
+400
+3% +$48.6K 0.43% 69
2020
Q1 		$1.43M Sell
12,105
-7,179
-37% -$846K 0.48% 66
2019
Q4 		$2.25M Buy
+19,284
New +$2.24M 0.59% 56

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return

Wealth Advisory Solutions's TIP Position: Q4 2024 in Review

Wealth Advisory Solutions sold out of iShares TIPS Bond ETF (TIP) in Q4 2024, closing a stake of 1,893 shares — an estimated $209K sold.

Wealth Advisory Solutions first reported a position in TIP in Q4 2019 and held it in 17 quarters. The position peaked at $2.25M in Q4 2019. 1,016 funds tracked by Wall St. Rank hold TIP as of Q4 2024.

  • Wealth Advisory Solutions reported no remaining iShares TIPS Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Wealth Advisory Solutions sold 1,893 iShares TIPS Bond ETF shares in Q4 2024, an estimated $209K.
  • Wealth Advisory Solutions first reported a position in iShares TIPS Bond ETF in Q4 2019 and held it in 17 quarters.
  • Wealth Advisory Solutions's iShares TIPS Bond ETF position peaked at $2.25M in Q4 2019.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2024.

Based on Wealth Advisory Solutions's 13F filing for Q4 2024, filed 6 Feb 2025.