Belmont Capital’s iShares TIPS Bond ETF TIP Stock Holding History

Belmont Capital’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
2024 Q1	–	Sell	-540	Closed	-$58K	–	195
2023 Q4	$58K	Hold	540	–	–	0.02%	106
2023 Q3	$56K	Hold	540	–	–	0.03%	104
2023 Q2	$58.1K	Hold	540	–	–	0.03%	67
2023 Q1	$59.5K	Hold	540	–	–	0.05%	47
2022 Q4	$57K	Hold	540	–	–	0.06%	45
2022 Q3	$57K	Hold	540	–	–	0.07%	35
2022 Q2	$62K	Hold	540	–	–	0.08%	27
2022 Q1	$67K	Hold	540	–	–	0.07%	28
2021 Q4	$70K	Hold	540	–	–	0.05%	24
2021 Q3	$69K	Hold	540	–	–	0.06%	28
2021 Q2	$69K	Hold	540	–	–	0.07%	25
2021 Q1	$68K	Hold	540	–	–	0.08%	17
2020 Q4	$69K	Hold	540	–	–	0.03%	19
2020 Q3	$68K	Hold	540	–	–	0.03%	18
2020 Q2	$66K	Hold	540	–	–	0.04%	18
2020 Q1	$64K	Hold	540	–	–	0.06%	16
2019 Q4	$63K	Buy	+540	New	+$62.8K	0.05%	17

Other funds holding TIP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Belmont Capital's TIP Position: Q1 2024 in Review

Belmont Capital sold out of iShares TIPS Bond ETF (TIP) in Q1 2024, closing a stake of 540 shares — an estimated $58K sold.

Belmont Capital first reported a position in TIP in Q4 2019 and held it in 17 quarters. The position peaked at $70K in Q4 2021. 1,047 funds tracked by Wall St. Rank hold TIP as of Q1 2024.

Belmont Capital reported no remaining iShares TIPS Bond ETF position as of Q1 2024 after selling out during the quarter.
Belmont Capital sold 540 iShares TIPS Bond ETF shares in Q1 2024, an estimated $58K.
Belmont Capital first reported a position in iShares TIPS Bond ETF in Q4 2019 and held it in 17 quarters.
Belmont Capital's iShares TIPS Bond ETF position peaked at $70K in Q4 2021.
1,047 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2024.

Based on Belmont Capital's 13F filing for Q1 2024, filed 14 May 2024.