3LCM
TIP icon

3D/L Capital Management’s iShares TIPS Bond ETF TIP Stock Holding History

3D/L Capital Management’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 		– Sell
-2,034
Closed -$213K – 111
2022
Q3 		$213K Sell
2,034
-491
-19% -$55.6K 0.06% 93
2022
Q2 		$288K Buy
2,525
+900
+55% +$107K 0.08% 78
2022
Q1 		$202K Sell
1,625
-880
-35% -$111K 0.05% 125
2021
Q4 		$324K Buy
2,505
+277
+12% +$35.7K 0.08% 96
2021
Q3 		$284K Buy
+2,228
New +$287K 0.07% 101

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

3D/L Capital Management's TIP Position: Q4 2022 in Review

3D/L Capital Management sold out of iShares TIPS Bond ETF (TIP) in Q4 2022, closing a stake of 2,034 shares — an estimated $213K sold.

3D/L Capital Management first reported a position in TIP in Q3 2021 and held it in 5 quarters. The position peaked at $324K in Q4 2021. 1,219 funds tracked by Wall St. Rank hold TIP as of Q4 2022.

  • 3D/L Capital Management reported no remaining iShares TIPS Bond ETF position as of Q4 2022 after selling out during the quarter.
  • 3D/L Capital Management sold 2,034 iShares TIPS Bond ETF shares in Q4 2022, an estimated $213K.
  • 3D/L Capital Management first reported a position in iShares TIPS Bond ETF in Q3 2021 and held it in 5 quarters.
  • 3D/L Capital Management's iShares TIPS Bond ETF position peaked at $324K in Q4 2021.
  • 1,219 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2022.

Based on 3D/L Capital Management's 13F filing for Q4 2022, filed 13 Feb 2023.