WA
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Wealthstar Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Wealthstar Advisors’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
2023
Q4 		– Sell
-19,218
Closed -$1.99M – 137
2023
Q3 		$1.99M Buy
19,218
+1,206
+7% +$128K 0.77% 19
2023
Q2 		$1.94M Sell
18,012
-2,150
-11% -$234K 0.81% 15
2023
Q1 		$2.22M Sell
20,162
-501
-2% -$54.2K 0.84% 16
2022
Q4 		$2.17M Buy
20,663
+306
+2% +$32.7K 0.99% 14
2022
Q3 		$2.13M Buy
20,357
+3,513
+21% +$398K 1.02% 15
2022
Q2 		$1.92M Buy
16,844
+5,101
+43% +$605K 0.74% 21
2022
Q1 		$1.46M Buy
+11,743
New +$1.48M 0.54% 26

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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Wealthstar Advisors's TIP Position: Q4 2023 in Review

Wealthstar Advisors sold out of iShares TIPS Bond ETF (TIP) in Q4 2023, closing a stake of 19,218 shares — an estimated $1.99M sold.

Wealthstar Advisors first reported a position in TIP in Q1 2022 and held it in 7 quarters. The position peaked at $2.22M in Q1 2023. 1,100 funds tracked by Wall St. Rank hold TIP as of Q4 2023.

  • Wealthstar Advisors reported no remaining iShares TIPS Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Wealthstar Advisors sold 19,218 iShares TIPS Bond ETF shares in Q4 2023, an estimated $1.99M.
  • Wealthstar Advisors first reported a position in iShares TIPS Bond ETF in Q1 2022 and held it in 7 quarters.
  • Wealthstar Advisors's iShares TIPS Bond ETF position peaked at $2.22M in Q1 2023.
  • 1,100 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2023.

Based on Wealthstar Advisors's 13F filing for Q4 2023, filed 16 Jan 2024.