WEG
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World Equity Group’s iShares TIPS Bond ETF TIP Stock Holding History

World Equity 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
Q1 		– Sell
-2,010
Closed -$216K – 364
2023
Q4 		$216K Sell
2,010
-1,926
-49% -$201K 0.04% 306
2023
Q3 		$408K Buy
+3,936
New +$417K 0.08% 224
2023
Q1 		– Sell
-2,579
Closed -$275K – 581
2022
Q4 		$275K Sell
2,579
-6,529
-72% -$697K 0.07% 270
2022
Q3 		$955K Sell
9,108
-2,421
-21% -$274K 0.24% 104
2022
Q2 		$1.31M Buy
11,529
+3,734
+48% +$443K 0.33% 83
2022
Q1 		$971K Buy
+7,795
New +$981K 0.21% 132

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

World Equity Group's TIP Position: Q1 2024 in Review

World Equity Group sold out of iShares TIPS Bond ETF (TIP) in Q1 2024, closing a stake of 2,010 shares — an estimated $216K sold.

World Equity Group first reported a position in TIP in Q1 2022 and held it in 6 quarters. The position peaked at $1.31M in Q2 2022. 1,048 funds tracked by Wall St. Rank hold TIP as of Q1 2024.

  • World Equity Group reported no remaining iShares TIPS Bond ETF position as of Q1 2024 after selling out during the quarter.
  • World Equity Group sold 2,010 iShares TIPS Bond ETF shares in Q1 2024, an estimated $216K.
  • World Equity Group first reported a position in iShares TIPS Bond ETF in Q1 2022 and held it in 6 quarters.
  • World Equity Group's iShares TIPS Bond ETF position peaked at $1.31M in Q2 2022.
  • 1,048 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2024.

Based on World Equity Group's 13F filing for Q1 2024, filed 18 Jul 2024.