WAG
TIP icon

Windsor Advisory Group’s iShares TIPS Bond ETF TIP Stock Holding History

Windsor Advisory Group’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
Q3 		– Sell
-163
Closed -$17.4K – 84
2024
Q2 		$17.4K Buy
+163
New +$17.3K 0.03% 47
2023
Q2 		– Sell
-100
Closed -$11K – 67
2023
Q1 		$11K Hold
100
– – 0.03% 64
2022
Q4 		$10.6K Buy
+100
New +$10.7K 0.03% 65

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

Windsor Advisory Group's TIP Position: Q3 2024 in Review

Windsor Advisory Group sold out of iShares TIPS Bond ETF (TIP) in Q3 2024, closing a stake of 163 shares — an estimated $17.4K sold.

Windsor Advisory Group first reported a position in TIP in Q4 2022 and held it in 3 quarters. The position peaked at $17.4K in Q2 2024. 959 funds tracked by Wall St. Rank hold TIP as of Q3 2024.

  • Windsor Advisory Group reported no remaining iShares TIPS Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Windsor Advisory Group sold 163 iShares TIPS Bond ETF shares in Q3 2024, an estimated $17.4K.
  • Windsor Advisory Group first reported a position in iShares TIPS Bond ETF in Q4 2022 and held it in 3 quarters.
  • Windsor Advisory Group's iShares TIPS Bond ETF position peaked at $17.4K in Q2 2024.
  • 959 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2024.

Based on Windsor Advisory Group's 13F filing for Q3 2024, filed 14 Nov 2024.