Question 1

How many shares of TIP does AXXCESS WEALTH MANAGEMENT, LLC own?

Accepted Answer

AXXCESS WEALTH MANAGEMENT, LLC previously held 0 shares of TIP (ISHARES TIPS BOND ETF) before exiting the position in 2024-Q4.

Question 2

What is AXXCESS WEALTH MANAGEMENT, LLC's TIP position worth?

Accepted Answer

AXXCESS WEALTH MANAGEMENT, LLC's TIP position was last reported at $0 in 2024-Q4 before the exit.

Question 3

Is AXXCESS WEALTH MANAGEMENT, LLC buying or selling TIP?

Accepted Answer

In 2024-Q4, AXXCESS WEALTH MANAGEMENT, LLC exited their TIP position entirely (-100.0% change in shares).

Question 4

When did AXXCESS WEALTH MANAGEMENT, LLC first buy TIP?

Accepted Answer

Based on available 13F filings, AXXCESS WEALTH MANAGEMENT, LLC first reported a position in TIP in 2021-Q4. They have held the position across 13 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2024-Q4 Latest	Exited	0	-100.0%	$0	0.0%	$100.27	0
2024-Q3	New	1,820	-	$201,055	0.0%	$103.43	32
2024-Q2	Exited	0	-100.0%	$0	0.0%	$99.38	0
2024-Q1	Decreased	48,083	-7.0%	$5.2M	0.1%	$98.57	0
2023-Q4	Increased	51,731	+108.8%	$5.6M	0.2%	$98.64	52
2023-Q3	Increased	24,779	+246.8%	$2.6M	0.1%	$94.38	42
2023-Q2	Decreased	7,146	-6.1%	$769,069	0.1%	$96.97	0
2023-Q1	Decreased	7,610	-43.2%	$839,019	0.1%	$98.43	0
2022-Q4	Decreased	13,392	-7.9%	$1.4M	0.1%	$95.03	0
2022-Q3	Decreased	14,546	-5.4%	$1.5M	0.1%	$93.24	0
2022-Q2	Decreased	15,375	-30.4%	$1.8M	0.2%	$98.50	0
2022-Q1	Decreased	22,093	-85.7%	$2.8M	0.2%	$104.98	0
2021-Q4	New	154,033	-	$19.9M	1.5%	$108.31	65

TIP13 quarters

TIP
13 quarters