WWM
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Wolff Wiese Magana’s iShares TIPS Bond ETF TIP Stock Holding History

Wolff Wiese Magana’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
-35
Closed -$3.74K – 1020
2024
Q2 		$3.74K Buy
+35
New +$3.72K ﹤0.01% 463
2023
Q4 		– Sell
-200
Closed -$20.8K – 835
2023
Q3 		$20.8K Sell
200
-90
-31% -$9.52K 0.02% 258
2023
Q2 		$31.2K Buy
290
+1
+0.3% +$109 0.02% 238
2023
Q1 		$31.9K Sell
289
-53
-15% -$5.74K 0.03% 229
2022
Q4 		$36.4K Hold
342
– – 0.03% 210
2022
Q3 		$36K Buy
342
+203
+146% +$23K 0.03% 289
2022
Q2 		$16K Sell
139
-103
-43% -$12.2K 0.01% 453
2022
Q1 		$30K Sell
242
-25
-9% -$3.15K 0.02% 346
2021
Q4 		$34K Buy
267
+106
+66% +$13.7K 0.02% 336
2021
Q3 		$21K Buy
161
+71
+79% +$9.15K 0.01% 413
2021
Q2 		$12K Hold
90
– – 0.01% 476
2021
Q1 		$11K Buy
90
+53
+143% +$6.71K 0.01% 466
2020
Q4 		$5K Buy
+37
New +$4.67K ﹤0.01% 544

Other funds holding TIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

Wolff Wiese Magana's TIP Position: Q3 2024 in Review

Wolff Wiese Magana sold out of iShares TIPS Bond ETF (TIP) in Q3 2024, closing a stake of 35 shares — an estimated $3.74K sold.

Wolff Wiese Magana first reported a position in TIP in Q4 2020 and held it in 13 quarters. The position peaked at $36.4K in Q4 2022. 962 funds tracked by Wall St. Rank hold TIP as of Q3 2024.

  • Wolff Wiese Magana reported no remaining iShares TIPS Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Wolff Wiese Magana sold 35 iShares TIPS Bond ETF shares in Q3 2024, an estimated $3.74K.
  • Wolff Wiese Magana first reported a position in iShares TIPS Bond ETF in Q4 2020 and held it in 13 quarters.
  • Wolff Wiese Magana's iShares TIPS Bond ETF position peaked at $36.4K in Q4 2022.
  • 962 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2024.

Based on Wolff Wiese Magana's 13F filing for Q3 2024, filed 16 Oct 2024.