WFO
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Wealthgate Family Office’s iShares TIPS Bond ETF TIP Stock Holding History

Wealthgate Family Office’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
-35
Closed -$4K – 52
2021
Q3 		$4K Buy
+35
New +$4.51K 0.01% 47

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealthgate Family Office's TIP Position: Q4 2021 in Review

Wealthgate Family Office sold out of iShares TIPS Bond ETF (TIP) in Q4 2021, closing a stake of 35 shares — an estimated $4K sold.

Wealthgate Family Office first reported a position in TIP in Q3 2021 and held it in 1 quarter. The position peaked at $4K in Q3 2021. 1,363 funds tracked by Wall St. Rank hold TIP as of Q4 2021.

  • Wealthgate Family Office reported no remaining iShares TIPS Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Wealthgate Family Office sold 35 iShares TIPS Bond ETF shares in Q4 2021, an estimated $4K.
  • Wealthgate Family Office first reported a position in iShares TIPS Bond ETF in Q3 2021 and held it in 1 quarter.
  • Wealthgate Family Office's iShares TIPS Bond ETF position peaked at $4K in Q3 2021.
  • 1,363 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2021.

Based on Wealthgate Family Office's 13F filing for Q4 2021, filed 14 Feb 2022.