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WR Wealth Planners’s iShares TIPS Bond ETF TIP Stock Holding History

WR Wealth Planners’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
Q4 		$16.8K Sell
157
-232
-60% -$25.1K 0.01% 508
2024
Q3 		$43K Sell
389
-43
-10% -$4.67K 0.01% 355
2024
Q2 		$46.1K Sell
432
-11
-2% -$1.17K 0.01% 340
2024
Q1 		$47.6K Buy
+443
New +$47.3K 0.01% 342
2023
Q4 		– Sell
-1,108
Closed -$115K – 792
2023
Q3 		$115K Buy
+1,108
New +$117K 0.04% 218
2022
Q2 		– Sell
-19
Closed -$2.37K – 543
2022
Q1 		$2.37K Buy
+19
New +$2.39K ﹤0.01% 419

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WR Wealth Planners's TIP Position: Q4 2024 in Review

WR Wealth Planners reduced its iShares TIPS Bond ETF (TIP) stake by 60% in Q4 2024, selling an estimated $25.1K and leaving 157 shares worth $16.8K. The position accounts for 0.01% of the portfolio, ranked #508.

WR Wealth Planners first reported a position in TIP in Q1 2022 and has held it in 6 quarters since. The position peaked at $115K in Q3 2023. 1,014 funds tracked by Wall St. Rank hold TIP as of Q4 2024.

  • WR Wealth Planners held 157 shares of iShares TIPS Bond ETF worth $16.8K as of Q4 2024.
  • WR Wealth Planners sold 232 iShares TIPS Bond ETF shares in Q4 2024, an estimated $25.1K.
  • iShares TIPS Bond ETF made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #508 holding.
  • WR Wealth Planners first reported a position in iShares TIPS Bond ETF in Q1 2022 and has held it in 6 quarters since.
  • WR Wealth Planners's iShares TIPS Bond ETF position peaked at $115K in Q3 2023.
  • 1,014 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.