West Branch Capital’s iShares TIPS Bond ETF TIP Stock Holding History

West Branch Capital’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 Q3	–	Sell	-34	Closed	-$3.66K	–	453
2023 Q2	$3.66K	Buy	+34	New	+$3.7K	﹤0.01%	371

Other funds holding TIP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

West Branch Capital's TIP Position: Q3 2023 in Review

West Branch Capital sold out of iShares TIPS Bond ETF (TIP) in Q3 2023, closing a stake of 34 shares — an estimated $3.66K sold.

West Branch Capital first reported a position in TIP in Q2 2023 and held it in 1 quarter. The position peaked at $3.66K in Q2 2023. 1,100 funds tracked by Wall St. Rank hold TIP as of Q3 2023.

West Branch Capital reported no remaining iShares TIPS Bond ETF position as of Q3 2023 after selling out during the quarter.
West Branch Capital sold 34 iShares TIPS Bond ETF shares in Q3 2023, an estimated $3.66K.
West Branch Capital first reported a position in iShares TIPS Bond ETF in Q2 2023 and held it in 1 quarter.
West Branch Capital's iShares TIPS Bond ETF position peaked at $3.66K in Q2 2023.
1,100 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2023.

Based on West Branch Capital's 13F filing for Q3 2023, filed 20 Oct 2023.