AIP
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Almanack Investment Partners’s iShares TIPS Bond ETF TIP Stock Holding History

Almanack Investment 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
Q3 		– Sell
-4,757
Closed -$542K – 929
2022
Q2 		$542K Sell
4,757
-161
-3% -$19.1K 0.05% 216
2022
Q1 		$613K Buy
4,918
+2,206
+81% +$277K 0.05% 227
2021
Q4 		$350K Sell
2,712
-256
-9% -$33K 0.03% 336
2021
Q3 		$379K Sell
2,968
-22,884
-89% -$2.95M 0.03% 316
2021
Q2 		$3.31M Sell
25,852
-774
-3% -$98.3K 0.32% 61
2021
Q1 		$3.34M Buy
26,626
+14,567
+121% +$1.84M 0.34% 62
2020
Q4 		$1.54M Buy
12,059
+348
+3% +$43.9K 0.18% 85
2020
Q3 		$1.46M Buy
11,711
+2,506
+27% +$315K 0.18% 77
2020
Q2 		$1.13M Buy
9,205
+916
+11% +$111K 0.2% 58
2020
Q1 		$977K Sell
8,289
-39,061
-82% -$4.6M 0.21% 60
2019
Q4 		$5.52M Sell
47,350
-446
-0.9% -$51.8K 1.05% 25
2019
Q3 		$5.56M Sell
47,796
-503
-1% -$58.4K 1.08% 29
2019
Q2 		$5.58M Buy
48,299
+23,529
+95% +$2.68M 1.29% 20
2019
Q1 		$2.8M Buy
+24,770
New +$2.75M 0.79% 28
2018
Q1 		– Sell
-3,350
Closed -$382K – 206
2017
Q4 		$382K Sell
3,350
-79
-2% -$8.98K 0.15% 72
2017
Q3 		$389K Sell
3,429
-19,348
-85% -$2.2M 0.19% 59
2017
Q2 		$2.58M Sell
22,777
-318
-1% -$36.3K 1.45% 20
2017
Q1 		$2.65M Sell
23,095
-6,898
-23% -$786K 1.98% 10
2016
Q4 		$3.39M Buy
+29,993
New +$3.42M 2.83% 12

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Almanack Investment Partners's TIP Position: Q3 2022 in Review

Almanack Investment Partners sold out of iShares TIPS Bond ETF (TIP) in Q3 2022, closing a stake of 4,757 shares — an estimated $542K sold.

Almanack Investment Partners first reported a position in TIP in Q4 2016 and held it in 19 quarters. The position peaked at $5.58M in Q2 2019. 1,222 funds tracked by Wall St. Rank hold TIP as of Q3 2022.

  • Almanack Investment Partners reported no remaining iShares TIPS Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Almanack Investment Partners sold 4,757 iShares TIPS Bond ETF shares in Q3 2022, an estimated $542K.
  • Almanack Investment Partners first reported a position in iShares TIPS Bond ETF in Q4 2016 and held it in 19 quarters.
  • Almanack Investment Partners's iShares TIPS Bond ETF position peaked at $5.58M in Q2 2019.
  • 1,222 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2022.

Based on Almanack Investment Partners's 13F filing for Q3 2022, filed 15 Nov 2022.