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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 $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealth Dimensions Group's TIP Position: Q2 2022 in Review

Wealth Dimensions Group sold out of iShares TIPS Bond ETF (TIP) in Q2 2022, closing a stake of 1,758 shares — an estimated $219K sold.

Wealth Dimensions Group first reported a position in TIP in Q4 2020 and held it in 6 quarters. The position peaked at $229K in Q4 2020. 1,292 funds tracked by Wall St. Rank hold TIP as of Q2 2022.

  • Wealth Dimensions Group reported no remaining iShares TIPS Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Wealth Dimensions Group sold 1,758 iShares TIPS Bond ETF shares in Q2 2022, an estimated $219K.
  • Wealth Dimensions Group first reported a position in iShares TIPS Bond ETF in Q4 2020 and held it in 6 quarters.
  • Wealth Dimensions Group's iShares TIPS Bond ETF position peaked at $229K in Q4 2020.
  • 1,292 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2022.

Based on Wealth Dimensions Group's 13F filing for Q2 2022, filed 5 Aug 2022.