WestHill Financial Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

WestHill Financial 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	-175	Closed	-$18.2K	–	108
2023 Q3	$18.2K	Hold	175	–	–	0.01%	98
2023 Q2	$18.8K	Hold	175	–	–	0.01%	94
2023 Q1	$19.3K	Hold	175	–	–	0.01%	94
2022 Q4	$18.6K	Hold	175	–	–	0.01%	97
2022 Q3	$18K	Hold	175	–	–	0.01%	90
2022 Q2	$20K	Hold	175	–	–	0.01%	92
2022 Q1	$22K	Hold	175	–	–	0.01%	98
2021 Q4	$23K	Hold	175	–	–	0.01%	101
2021 Q3	$22K	Buy	+175	New	+$22.6K	0.01%	86

Other funds holding TIP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

WestHill Financial Advisors's TIP Position: Q4 2023 in Review

WestHill Financial Advisors sold out of iShares TIPS Bond ETF (TIP) in Q4 2023, closing a stake of 175 shares — an estimated $18.2K sold.

WestHill Financial Advisors first reported a position in TIP in Q3 2021 and held it in 9 quarters. The position peaked at $23K in Q4 2021. 1,100 funds tracked by Wall St. Rank hold TIP as of Q4 2023.

WestHill Financial Advisors reported no remaining iShares TIPS Bond ETF position as of Q4 2023 after selling out during the quarter.
WestHill Financial Advisors sold 175 iShares TIPS Bond ETF shares in Q4 2023, an estimated $18.2K.
WestHill Financial Advisors first reported a position in iShares TIPS Bond ETF in Q3 2021 and held it in 9 quarters.
WestHill Financial Advisors's iShares TIPS Bond ETF position peaked at $23K in Q4 2021.
1,100 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2023.

Based on WestHill Financial Advisors's 13F filing for Q4 2023, filed 31 Jan 2024.