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Azimuth Capital Management’s iShares TIPS Bond ETF TIP Stock Holding History

Azimuth Capital Management’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
Q1 		$230K Hold
1,843
– – 0.01% 296
2021
Q4 		$238K Hold
1,843
– – 0.01% 304
2021
Q3 		$235K Hold
1,843
– – 0.01% 300
2021
Q2 		$236K Hold
1,843
– – 0.01% 304
2021
Q1 		$231K Hold
1,843
– – 0.01% 298
2020
Q4 		$235K Buy
+1,843
New +$232K 0.01% 286

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
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Azimuth Capital Management's TIP Position: Q1 2022 in Review

Azimuth Capital Management held its iShares TIPS Bond ETF (TIP) position steady in Q1 2022 at 1,843 shares worth $230K. The position accounts for 0.01% of the portfolio, ranked #296.

Azimuth Capital Management first reported a position in TIP in Q4 2020 and has held it in 6 quarters since. The position peaked at $238K in Q4 2021. 1,341 funds tracked by Wall St. Rank hold TIP as of Q1 2022.

  • Azimuth Capital Management held 1,843 shares of iShares TIPS Bond ETF worth $230K as of Q1 2022.
  • Azimuth Capital Management left its iShares TIPS Bond ETF share count unchanged in Q1 2022.
  • iShares TIPS Bond ETF made up 0.01% of Azimuth Capital Management's portfolio in Q1 2022, its #296 holding.
  • Azimuth Capital Management first reported a position in iShares TIPS Bond ETF in Q4 2020 and has held it in 6 quarters since.
  • Azimuth Capital Management's iShares TIPS Bond ETF position peaked at $238K in Q4 2021.
  • 1,341 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2022.

Based on Azimuth Capital Management's 13F filing for Q1 2022, filed 13 May 2022.