BFIM
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Beese Fulmer Investment Management’s iShares TIPS Bond ETF TIP Stock Holding History

Beese Fulmer Investment 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 		– Sell
-1,669
Closed -$216K – 246
2021
Q4 		$216K Buy
+1,669
New +$215K 0.02% 223
2020
Q3 		– Sell
-1,800
Closed -$221K – 505
2020
Q2 		$221K Hold
1,800
– – 0.03% 173
2020
Q1 		$212K Hold
1,800
– – 0.04% 166
2019
Q4 		$210K Buy
+1,800
New +$209K 0.03% 190

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

Beese Fulmer Investment Management's TIP Position: Q1 2022 in Review

Beese Fulmer Investment Management sold out of iShares TIPS Bond ETF (TIP) in Q1 2022, closing a stake of 1,669 shares — an estimated $216K sold.

Beese Fulmer Investment Management first reported a position in TIP in Q4 2019 and held it in 4 quarters. The position peaked at $221K in Q2 2020. 1,341 funds tracked by Wall St. Rank hold TIP as of Q1 2022.

  • Beese Fulmer Investment Management reported no remaining iShares TIPS Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 1,669 iShares TIPS Bond ETF shares in Q1 2022, an estimated $216K.
  • Beese Fulmer Investment Management first reported a position in iShares TIPS Bond ETF in Q4 2019 and held it in 4 quarters.
  • Beese Fulmer Investment Management's iShares TIPS Bond ETF position peaked at $221K in Q2 2020.
  • 1,341 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2022.

Based on Beese Fulmer Investment Management's 13F filing for Q1 2022, filed 12 Apr 2022.