APA
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American Portfolios Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

American Portfolios Advisors’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 		$9.18M Sell
87,541
-25,452
-23% -$2.88M 0.39% 43
2022
Q2 		$12.9M Buy
112,993
+1,390
+1% +$165K 0.53% 29
2022
Q1 		$13.9M Sell
111,603
-5,747
-5% -$723K 0.47% 27
2021
Q4 		$15.2M Buy
117,350
+26,980
+30% +$3.48M 0.51% 27
2021
Q3 		$11.5M Buy
90,370
+24,323
+37% +$3.14M 0.43% 36
2021
Q2 		$8.45M Buy
66,047
+16,852
+34% +$2.14M 0.33% 54
2021
Q1 		$6.17M Sell
49,195
-4,127
-8% -$522K 0.27% 71
2020
Q4 		$6.81M Buy
53,322
+9,641
+22% +$1.22M 0.35% 48
2020
Q3 		$5.53M Buy
43,681
+12,033
+38% +$1.51M 0.32% 58
2020
Q2 		$3.89M Sell
31,648
-262
-0.8% -$31.9K 0.25% 76
2020
Q1 		$3.76M Sell
31,910
-9,347
-23% -$1.1M 0.31% 68
2019
Q4 		$4.81M Buy
41,257
+795
+2% +$92.4K 0.34% 65
2019
Q3 		$4.71M Sell
40,462
-1,031
-2% -$120K 0.39% 54
2019
Q2 		$4.79M Buy
41,493
+11,224
+37% +$1.28M 0.4% 48
2019
Q1 		$3.42M Buy
30,269
+3,770
+14% +$418K 0.32% 71
2018
Q4 		$2.9M Sell
26,499
-2,412
-8% -$263K 0.36% 66
2018
Q3 		$3.2M Buy
28,911
+1,516
+6% +$169K 0.37% 57
2018
Q2 		$3.09M Buy
27,395
+917
+3% +$103K 0.42% 49
2018
Q1 		$2.99M Buy
26,478
+2,505
+10% +$282K 0.45% 46
2017
Q4 		$2.73M Buy
+23,973
New +$2.73M 0.43% 40

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

American Portfolios Advisors's TIP Position: Q3 2022 in Review

American Portfolios Advisors reduced its iShares TIPS Bond ETF (TIP) stake by 23% in Q3 2022, selling an estimated $2.88M and leaving 87,541 shares worth $9.18M. The position accounts for 0.39% of the portfolio, ranked #43.

American Portfolios Advisors first reported a position in TIP in Q4 2017 and has held it in 20 quarters since. The position peaked at $15.2M in Q4 2021. 1,221 funds tracked by Wall St. Rank hold TIP as of Q3 2022.

  • American Portfolios Advisors held 87,541 shares of iShares TIPS Bond ETF worth $9.18M as of Q3 2022.
  • American Portfolios Advisors sold 25,452 iShares TIPS Bond ETF shares in Q3 2022, an estimated $2.88M.
  • iShares TIPS Bond ETF made up 0.39% of American Portfolios Advisors's portfolio in Q3 2022, its #43 holding.
  • American Portfolios Advisors first reported a position in iShares TIPS Bond ETF in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's iShares TIPS Bond ETF position peaked at $15.2M in Q4 2021.
  • 1,221 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.