BRWM
TIP icon

B. Riley Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History

B. Riley Wealth 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
Q2 		$2.06M Buy
18,117
+142
+0.8% +$16.8K 0.21% 96
2022
Q1 		$2.24M Buy
17,975
+1,547
+9% +$195K 0.17% 121
2021
Q4 		$2.12M Buy
16,428
+3,386
+26% +$437K 0.15% 143
2021
Q3 		$1.67M Buy
+13,042
New +$1.68M 0.13% 160
2021
Q2 		– Sell
-1,734
Closed -$218K – 464
2021
Q1 		$218K Buy
+1,734
New +$219K 0.03% 352
2020
Q2 		– Sell
-3,574
Closed -$421K – 552
2020
Q1 		$421K Buy
+3,574
New +$421K 0.04% 291
2019
Q4 		– Sell
-2,388
Closed -$278K – 437
2019
Q3 		$278K Sell
2,388
-708
-23% -$82.2K 0.05% 286
2019
Q2 		$358K Sell
3,096
-1,060
-26% -$121K 0.06% 255
2019
Q1 		$470K Buy
4,156
+950
+30% +$105K 0.08% 213
2018
Q4 		$351K Buy
3,206
+627
+24% +$68.5K 0.07% 226
2018
Q3 		$285K Buy
+2,579
New +$288K 0.07% 227
2015
Q3 		– Sell
-949
Closed -$106K – 684
2015
Q2 		$106K Sell
949
-110
-10% -$12.4K 0.08% 264
2015
Q1 		$120K Buy
1,059
+384
+57% +$43.5K 0.09% 254
2014
Q4 		$75K Buy
675
+41
+6% +$4.63K 0.06% 322
2014
Q3 		$71K Hold
634
– – 0.05% 352
2014
Q2 		$73K Buy
634
+144
+29% +$16.4K 0.05% 400
2014
Q1 		$55K Buy
+490
New +$54.8K 0.04% 425

Other funds holding TIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

B. Riley Wealth Management's TIP Position: Q2 2022 in Review

B. Riley Wealth Management increased its iShares TIPS Bond ETF (TIP) stake by 0.79% in Q2 2022, buying an estimated $16.8K and bringing the position to 18,117 shares worth $2.06M. The position accounts for 0.21% of the portfolio, ranked #96.

B. Riley Wealth Management first reported a position in TIP in Q1 2014 and has held it in 17 quarters since. The position peaked at $2.24M in Q1 2022. 1,292 funds tracked by Wall St. Rank hold TIP as of Q2 2022.

  • B. Riley Wealth Management held 18,117 shares of iShares TIPS Bond ETF worth $2.06M as of Q2 2022.
  • B. Riley Wealth Management bought 142 iShares TIPS Bond ETF shares in Q2 2022, an estimated $16.8K.
  • iShares TIPS Bond ETF made up 0.21% of B. Riley Wealth Management's portfolio in Q2 2022, its #96 holding.
  • B. Riley Wealth Management first reported a position in iShares TIPS Bond ETF in Q1 2014 and has held it in 17 quarters since.
  • B. Riley Wealth Management's iShares TIPS Bond ETF position peaked at $2.24M in Q1 2022.
  • 1,292 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.