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YorkBridge Wealth Partners’s iShares TIPS Bond ETF TIP Stock Holding History

YorkBridge Wealth Partners’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
Q4 		$290K Hold
2,725
– – 0.07% 199
2022
Q3 		$286K Sell
2,725
-3
-0.1% -$340 0.07% 205
2022
Q2 		$311K Buy
2,728
+3
+0.1% +$356 0.08% 184
2022
Q1 		$339K Hold
2,725
– – 0.07% 212
2021
Q4 		$352K Sell
2,725
-450
-14% -$58K 0.08% 218
2021
Q3 		$405K Hold
3,175
– – 0.1% 159
2021
Q2 		$406K Hold
3,175
– – 0.11% 149
2021
Q1 		$398K Hold
3,175
– – 0.12% 141
2020
Q4 		$405K Sell
3,175
-1,000
-24% -$126K 0.14% 121
2020
Q3 		$528K Hold
4,175
– – 0.22% 91
2020
Q2 		$514K Sell
4,175
-425
-9% -$51.7K 0.24% 88
2020
Q1 		$542K Hold
4,600
– – 0.33% 78
2019
Q4 		$536K Buy
4,600
+425
+10% +$49.4K 0.25% 97
2019
Q3 		$486K Hold
4,175
– – 0.24% 97
2019
Q2 		$482K Buy
4,175
+150
+4% +$17.1K 0.21% 98
2019
Q1 		$455K Sell
4,025
-1,610
-29% -$179K 0.21% 100
2018
Q4 		$617K Sell
5,635
-3,049
-35% -$333K 0.33% 78
2018
Q3 		$957K Buy
8,684
+95
+1% +$10.6K 0.44% 60
2018
Q2 		$969K Buy
8,589
+268
+3% +$30.1K 0.42% 63
2018
Q1 		$940K Buy
8,321
+463
+6% +$52.1K 0.43% 65
2017
Q4 		$886K Buy
7,858
+2,600
+49% +$296K 0.43% 63
2017
Q3 		$597K Buy
5,258
+1,594
+44% +$181K 0.31% 79
2017
Q2 		$414K Buy
3,664
+75
+2% +$8.57K 0.22% 97
2017
Q1 		$410K Buy
3,589
+1,140
+47% +$130K 0.21% 97
2016
Q4 		$277K Buy
+2,449
New +$280K 0.16% 123

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

YorkBridge Wealth Partners's TIP Position: Q4 2022 in Review

YorkBridge Wealth Partners held its iShares TIPS Bond ETF (TIP) position steady in Q4 2022 at 2,725 shares worth $290K. The position accounts for 0.07% of the portfolio, ranked #199.

YorkBridge Wealth Partners first reported a position in TIP in Q4 2016 and has held it in 25 quarters since. The position peaked at $969K in Q2 2018. 1,219 funds tracked by Wall St. Rank hold TIP as of Q4 2022.

  • YorkBridge Wealth Partners held 2,725 shares of iShares TIPS Bond ETF worth $290K as of Q4 2022.
  • YorkBridge Wealth Partners left its iShares TIPS Bond ETF share count unchanged in Q4 2022.
  • iShares TIPS Bond ETF made up 0.07% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #199 holding.
  • YorkBridge Wealth Partners first reported a position in iShares TIPS Bond ETF in Q4 2016 and has held it in 25 quarters since.
  • YorkBridge Wealth Partners's iShares TIPS Bond ETF position peaked at $969K in Q2 2018.
  • 1,219 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.