Axa
TIP icon

Axa’s iShares TIPS Bond ETF TIP Stock Holding History

Axa’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
Q2 		– Sell
-5,171
Closed -$644K – 1212
2022
Q1 		$644K Sell
5,171
-3,328
-39% -$419K ﹤0.01% 1011
2021
Q4 		$1.1M Buy
8,499
+2,685
+46% +$346K ﹤0.01% 937
2021
Q3 		$742K Buy
+5,814
New +$750K ﹤0.01% 1009
2019
Q4 		– Sell
-31,590
Closed -$3.67M – 1311
2019
Q3 		$3.67M Buy
31,590
+1,150
+4% +$133K 0.01% 744
2019
Q2 		$3.52M Buy
30,440
+2,380
+8% +$271K 0.01% 742
2019
Q1 		$3.17M Buy
28,060
+2,760
+11% +$306K 0.01% 767
2018
Q4 		$2.77M Buy
25,300
+1,090
+5% +$119K 0.01% 754
2018
Q3 		$2.68M Buy
24,210
+3,600
+17% +$402K 0.01% 820
2018
Q2 		$2.33M Sell
20,610
-3,590
-15% -$403K 0.01% 819
2018
Q1 		$2.74M Buy
24,200
+440
+2% +$49.5K 0.01% 793
2017
Q4 		$2.71M Buy
23,760
+5,060
+27% +$575K 0.01% 792
2017
Q3 		$2.12M Buy
18,700
+620
+3% +$70.6K 0.01% 803
2017
Q2 		$2.05M Buy
18,080
+1,080
+6% +$123K 0.01% 780
2017
Q1 		$1.95M Buy
17,000
+5,380
+46% +$613K 0.01% 787
2016
Q4 		$1.31M Buy
11,620
+1,930
+20% +$220K 0.01% 849
2016
Q3 		$1.13M Buy
9,690
+750
+8% +$87K 0.01% 876
2016
Q2 		$1.04M Buy
8,940
+700
+8% +$80.4K ﹤0.01% 858
2016
Q1 		$945K Hold
8,240
– – ﹤0.01% 881
2015
Q4 		$904K Buy
+8,240
New +$911K ﹤0.01% 931

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Axa's TIP Position: Q2 2022 in Review

Axa sold out of iShares TIPS Bond ETF (TIP) in Q2 2022, closing a stake of 5,171 shares — an estimated $644K sold.

Axa first reported a position in TIP in Q4 2015 and held it in 19 quarters. The position peaked at $3.67M in Q3 2019. 1,291 funds tracked by Wall St. Rank hold TIP as of Q2 2022.

  • Axa reported no remaining iShares TIPS Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Axa sold 5,171 iShares TIPS Bond ETF shares in Q2 2022, an estimated $644K.
  • Axa first reported a position in iShares TIPS Bond ETF in Q4 2015 and held it in 19 quarters.
  • Axa's iShares TIPS Bond ETF position peaked at $3.67M in Q3 2019.
  • 1,291 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2022.

Based on Axa's 13F filing for Q2 2022, filed 15 Aug 2022.