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Westshore Wealth’s iShares TIPS Bond ETF TIP Stock Holding History

Westshore Wealth’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
Q2 		– Sell
-1,864
Closed -$200K – 107
2024
Q1 		$200K Buy
+1,864
New +$199K 0.08% 101
2023
Q3 		– Sell
-2,635
Closed -$284K – 108
2023
Q2 		$284K Buy
2,635
+1
+0% +$109 0.14% 71
2023
Q1 		$290K Sell
2,634
-22
-0.8% -$2.38K 0.15% 70
2022
Q4 		$283K Sell
2,656
-236
-8% -$25.2K 0.16% 75
2022
Q3 		$303K Hold
2,892
– – 0.21% 55
2022
Q2 		$329K Hold
2,892
– – 0.21% 55
2022
Q1 		$360K Buy
2,892
+22
+0.8% +$2.77K 0.24% 52
2021
Q4 		$371K Sell
2,870
-217
-7% -$28K 0.25% 53
2021
Q3 		$394K Buy
3,087
+326
+12% +$42K 0.32% 48
2021
Q2 		$353K Buy
+2,761
New +$351K 0.18% 85

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Westshore Wealth's TIP Position: Q2 2024 in Review

Westshore Wealth sold out of iShares TIPS Bond ETF (TIP) in Q2 2024, closing a stake of 1,864 shares — an estimated $200K sold.

Westshore Wealth first reported a position in TIP in Q2 2021 and held it in 10 quarters. The position peaked at $394K in Q3 2021. 1,024 funds tracked by Wall St. Rank hold TIP as of Q2 2024.

  • Westshore Wealth reported no remaining iShares TIPS Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Westshore Wealth sold 1,864 iShares TIPS Bond ETF shares in Q2 2024, an estimated $200K.
  • Westshore Wealth first reported a position in iShares TIPS Bond ETF in Q2 2021 and held it in 10 quarters.
  • Westshore Wealth's iShares TIPS Bond ETF position peaked at $394K in Q3 2021.
  • 1,024 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2024.

Based on Westshore Wealth's 13F filing for Q2 2024, filed 1 Nov 2024.