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WWM
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
Shares
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
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$5.7T AUM
30.48%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
HSBC Holdings
London, United Kingdom
$168B AUM
27.2%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Man Group
London, United Kingdom
$48.2B AUM
24.23%
1-Year Est. Return
PCIG
Partners Capital Investment Group
Boston, Massachusetts
$2.65B AUM
16.42%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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