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Andrew C. Karlinski’s iShares TIPS Bond ETF TIP Stock Holding History

Andrew C. Karlinski’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
-807
Closed -$85K – 215
2022
Q3 		$85K Buy
807
+351
+77% +$39.8K 0.13% 69
2022
Q2 		$52K Hold
456
– – 0.08% 79
2022
Q1 		$57K Hold
456
– – 0.1% 74
2021
Q4 		$59K Buy
+456
New +$58.8K 0.11% 75

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

Andrew C. Karlinski's TIP Position: Q4 2022 in Review

Andrew C. Karlinski sold out of iShares TIPS Bond ETF (TIP) in Q4 2022, closing a stake of 807 shares — an estimated $85K sold.

Andrew C. Karlinski first reported a position in TIP in Q4 2021 and held it in 4 quarters. The position peaked at $85K in Q3 2022. 1,219 funds tracked by Wall St. Rank hold TIP as of Q4 2022.

  • Andrew C. Karlinski reported no remaining iShares TIPS Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Andrew C. Karlinski sold 807 iShares TIPS Bond ETF shares in Q4 2022, an estimated $85K.
  • Andrew C. Karlinski first reported a position in iShares TIPS Bond ETF in Q4 2021 and held it in 4 quarters.
  • Andrew C. Karlinski's iShares TIPS Bond ETF position peaked at $85K in Q3 2022.
  • 1,219 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2022.

Based on Andrew C. Karlinski's 13F filing for Q4 2022.