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WealthPLAN Partners’s iShares TIPS Bond ETF TIP Stock Holding History

WealthPLAN Partners’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
Q1 		– Sell
-3,931
Closed -$423K – 342
2023
Q4 		$423K Sell
3,931
-385
-9% -$40.3K 0.04% 239
2023
Q3 		$448K Buy
4,316
+1,890
+78% +$200K 0.05% 215
2023
Q2 		$261K Sell
2,426
-509
-17% -$55.4K 0.04% 257
2023
Q1 		$324K Sell
2,935
-1,165
-28% -$126K 0.04% 241
2022
Q4 		$441K Buy
+4,100
New +$438K 0.03% 270
2022
Q1 		$447K Sell
3,689
-319
-8% -$40.1K 0.03% 266
2021
Q4 		$507K Buy
4,008
+33
+0.8% +$4.25K 0.03% 250
2021
Q3 		$514K Buy
+3,975
New +$513K 0.03% 255
2020
Q4 		– Sell
-2,549
Closed -$320K – 352
2020
Q3 		$320K Buy
+2,549
New +$320K 0.03% 246
2017
Q4 		– Sell
-17,376
Closed -$1.97M – 236
2017
Q3 		$1.97M Buy
17,376
+4,997
+40% +$569K 0.55% 44
2017
Q2 		$1.4M Buy
12,379
+12,316
+19,549% +$1.41M 0.4% 57
2017
Q1 		$7.24K Buy
+63
New +$7.18K 0.03% 307
2016
Q3 		$114K Buy
986
+628
+175% +$72.9K 0.04% 217
2016
Q2 		$7.38K Buy
+358
New +$41.1K ﹤0.01% 1851
2015
Q4 		$12.5K Buy
+701
New +$77.5K ﹤0.01% 1085
2015
Q2 		– Sell
-88
Closed -$10K – 504
2015
Q1 		$10K Buy
+88
New +$9.98K ﹤0.01% 378

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WealthPLAN Partners's TIP Position: Q1 2024 in Review

WealthPLAN Partners sold out of iShares TIPS Bond ETF (TIP) in Q1 2024, closing a stake of 3,931 shares — an estimated $423K sold.

WealthPLAN Partners first reported a position in TIP in Q1 2015 and held it in 16 quarters. The position peaked at $1.97M in Q3 2017. 1,047 funds tracked by Wall St. Rank hold TIP as of Q1 2024.

  • WealthPLAN Partners reported no remaining iShares TIPS Bond ETF position as of Q1 2024 after selling out during the quarter.
  • WealthPLAN Partners sold 3,931 iShares TIPS Bond ETF shares in Q1 2024, an estimated $423K.
  • WealthPLAN Partners first reported a position in iShares TIPS Bond ETF in Q1 2015 and held it in 16 quarters.
  • WealthPLAN Partners's iShares TIPS Bond ETF position peaked at $1.97M in Q3 2017.
  • 1,047 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2024.

Based on WealthPLAN Partners's 13F filing for Q1 2024, filed 7 May 2024.