Ballew Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Ballew Advisors’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	–	Sell	-10,231	Closed	-$1.29M	–	124
2021 Q4	$1.29M	Buy	+10,231	New	+$1.32M	0.9%	23
2021 Q2	–	Sell	-10,408	Closed	-$1.31M	–	126
2021 Q1	$1.31M	Buy	10,408 +5,204	+100%	+$659K	0.48%	56
2020 Q4	$659K	Buy	+5,204	New	+$656K	0.51%	44
2020 Q3	–	Sell	-15,204	Closed	-$1.88M	–	105
2020 Q2	$1.88M	Buy	+15,204	New	+$1.85M	1.85%	13
2020 Q1	–	Sell	-25,204	Closed	-$2.95M	–	89
2019 Q4	$2.95M	Buy	25,204 +20,500	+436%	+$2.38M	2.52%	11
2019 Q3	$549K	Buy	+4,704	New	+$546K	0.5%	43
2018 Q4	–	Sell	-204	Closed	-$22K	–	401
2018 Q3	$22K	Hold	204	–	–	0.02%	233
2018 Q2	$23K	Sell	204 -198	-49%	-$22.2K	0.03%	226
2018 Q1	$45K	Buy	+402	New	+$45.3K	0.04%	169

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

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

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

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

Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Ballew Advisors's TIP Position: Q1 2022 in Review

Ballew Advisors sold out of iShares TIPS Bond ETF (TIP) in Q1 2022, closing a stake of 10,231 shares — an estimated $1.29M sold.

Ballew Advisors first reported a position in TIP in Q1 2018 and held it in 9 quarters. The position peaked at $2.95M in Q4 2019. 1,341 funds tracked by Wall St. Rank hold TIP as of Q1 2022.

Ballew Advisors reported no remaining iShares TIPS Bond ETF position as of Q1 2022 after selling out during the quarter.
Ballew Advisors sold 10,231 iShares TIPS Bond ETF shares in Q1 2022, an estimated $1.29M.
Ballew Advisors first reported a position in iShares TIPS Bond ETF in Q1 2018 and held it in 9 quarters.
Ballew Advisors's iShares TIPS Bond ETF position peaked at $2.95M in Q4 2019.
1,341 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2022.

Based on Ballew Advisors's 13F filing for Q1 2022, filed 28 Apr 2022.