Arlington Trust’s iShares TIPS Bond ETF TIP Stock Holding History

Arlington Trust’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
2024 Q3	–	Sell	-77	Closed	-$8.22K	–	576
2024 Q2	$8.22K	Buy	+77	New	+$8.19K	﹤0.01%	460

Other funds holding TIP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

Arlington Trust's TIP Position: Q3 2024 in Review

Arlington Trust sold out of iShares TIPS Bond ETF (TIP) in Q3 2024, closing a stake of 77 shares — an estimated $8.22K sold.

Arlington Trust first reported a position in TIP in Q2 2024 and held it in 1 quarter. The position peaked at $8.22K in Q2 2024. 959 funds tracked by Wall St. Rank hold TIP as of Q3 2024.

Arlington Trust reported no remaining iShares TIPS Bond ETF position as of Q3 2024 after selling out during the quarter.
Arlington Trust sold 77 iShares TIPS Bond ETF shares in Q3 2024, an estimated $8.22K.
Arlington Trust first reported a position in iShares TIPS Bond ETF in Q2 2024 and held it in 1 quarter.
Arlington Trust's iShares TIPS Bond ETF position peaked at $8.22K in Q2 2024.
959 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2024.

Based on Arlington Trust's 13F filing for Q3 2024, filed 29 Oct 2024.