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

Wipfli 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
2022
Q3 		$2.72M Buy
25,919
+11,458
+79% +$1.3M 0.19% 54
2022
Q2 		$1.65M Buy
14,461
+90
+0.6% +$10.7K 0.18% 34
2022
Q1 		$1.79M Buy
+14,371
New +$1.81M 0.18% 31

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wipfli Financial Advisors's TIP Position: Q3 2022 in Review

Wipfli Financial Advisors increased its iShares TIPS Bond ETF (TIP) stake by 79% in Q3 2022, buying an estimated $1.3M and bringing the position to 25,919 shares worth $2.72M. The position accounts for 0.19% of the portfolio, ranked #54.

Wipfli Financial Advisors first reported a position in TIP in Q1 2022 and has held it in 3 quarters since. 1,222 funds tracked by Wall St. Rank hold TIP as of Q3 2022.

  • Wipfli Financial Advisors held 25,919 shares of iShares TIPS Bond ETF worth $2.72M as of Q3 2022.
  • Wipfli Financial Advisors bought 11,458 iShares TIPS Bond ETF shares in Q3 2022, an estimated $1.3M.
  • iShares TIPS Bond ETF made up 0.19% of Wipfli Financial Advisors's portfolio in Q3 2022, its #54 holding.
  • Wipfli Financial Advisors first reported a position in iShares TIPS Bond ETF in Q1 2022 and has held it in 3 quarters since.
  • 1,222 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.