Windsor Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History

Windsor Wealth Management’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	$221K	Buy	2,135 +21	+1%	+$2.22K	0.04%	147
2023 Q2	$228K	Buy	2,114 +19	+0.9%	+$2.07K	0.04%	151
2023 Q1	$231K	Hold	2,095	–	–	0.04%	149
2022 Q4	$226K	Sell	2,095 -91	-4%	-$9.72K	0.05%	147
2022 Q3	$231K	Buy	2,186 +55	+3%	+$6.23K	0.06%	133
2022 Q2	$243K	Buy	2,131 +38	+2%	+$4.51K	0.06%	133
2022 Q1	$255K	Buy	2,093 +23	+1%	+$2.89K	0.05%	202
2021 Q4	$265K	Buy	+2,070	New	+$267K	0.05%	198
2019 Q3	–	Sell	-1,877	Closed	-$215K	–	188
2019 Q2	$215K	Buy	1,877 +8	+0.4%	+$910	0.09%	168
2019 Q1	$211K	Hold	1,869	–	–	0.12%	144
2018 Q4	$205K	Buy	1,869 +45	+2%	+$4.91K	0.14%	127
2018 Q3	$202K	Hold	1,824	–	–	0.13%	132
2018 Q2	$206K	Buy	+1,824	New	+$205K	0.16%	123

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Windsor Wealth Management's TIP Position: Q3 2023 in Review

Windsor Wealth Management increased its iShares TIPS Bond ETF (TIP) stake by 0.99% in Q3 2023, buying an estimated $2.22K and bringing the position to 2,135 shares worth $221K. The position accounts for 0.04% of the portfolio, ranked #147.

Windsor Wealth Management first reported a position in TIP in Q2 2018 and has held it in 13 quarters since. The position peaked at $265K in Q4 2021. 1,099 funds tracked by Wall St. Rank hold TIP as of Q3 2023.

Windsor Wealth Management held 2,135 shares of iShares TIPS Bond ETF worth $221K as of Q3 2023.
Windsor Wealth Management bought 21 iShares TIPS Bond ETF shares in Q3 2023, an estimated $2.22K.
iShares TIPS Bond ETF made up 0.04% of Windsor Wealth Management's portfolio in Q3 2023, its #147 holding.
Windsor Wealth Management first reported a position in iShares TIPS Bond ETF in Q2 2018 and has held it in 13 quarters since.
Windsor Wealth Management's iShares TIPS Bond ETF position peaked at $265K in Q4 2021.
1,099 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2023.

Based on Windsor Wealth Management's 13F filing for Q3 2023, filed 24 Oct 2023.