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Wealth Dimensions Group’s iShares TIPS Bond ETF TIP Stock Holding History

Wealth Dimensions Group’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
Q2 		– Sell
-1,758
Closed -$219K – 134
2022
Q1 		$219K Buy
1,758
+3
+0.2% +$377 0.1% 123
2021
Q4 		$227K Hold
1,755
– – 0.11% 122
2021
Q3 		$224K Buy
1,755
+126
+8% +$16.2K 0.14% 117
2021
Q2 		$208K Sell
1,629
-162
-9% -$20.6K 0.14% 114
2021
Q1 		$225K Hold
1,791
– – 0.17% 105
2020
Q4 		$229K Buy
+1,791
New +$226K 0.2% 96

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return