BOS
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Bingham Osborn & Scarborough’s iShares TIPS Bond ETF TIP Stock Holding History

Bingham Osborn & Scarborough’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
2021
Q4 		– Sell
-115,530
Closed -$14.8M – 124
2021
Q3 		$14.8M Buy
115,530
+869
+0.8% +$112K 1.04% 13
2021
Q2 		$14.7M Buy
114,661
+5,049
+5% +$641K 1.04% 12
2021
Q1 		$13.8M Sell
109,612
-290
-0.3% -$36.7K 1.04% 11
2020
Q4 		$14M Sell
109,902
-2,046
-2% -$258K 1.12% 12
2020
Q3 		$14.2M Buy
111,948
+70
+0.1% +$8.79K 1.07% 13
2020
Q2 		$13.8M Sell
111,878
-1,491
-1% -$181K 1.11% 13
2020
Q1 		$13.4M Sell
113,369
-3,762
-3% -$443K 1.32% 12
2019
Q4 		$13.7M Sell
117,131
-1,078
-0.9% -$125K 1.11% 11
2019
Q3 		$13.7M Sell
118,209
-1,247
-1% -$145K 1.22% 9
2019
Q2 		$13.8M Sell
119,456
-2,990
-2% -$340K 1.23% 9
2019
Q1 		$13.8M Sell
122,446
-63,299
-34% -$7.02M 1.28% 9
2018
Q4 		$20.3M Buy
185,745
+173,788
+1,453% +$19M 2.07% 9
2018
Q3 		$1.32M Buy
11,957
+6,730
+129% +$752K 0.12% 46
2018
Q2 		$590K Sell
5,227
-2,429
-32% -$273K 0.06% 71
2018
Q1 		$865K Buy
7,656
+311
+4% +$35K 0.08% 55
2017
Q4 		$838K Buy
7,345
+2
+0% +$227 0.08% 57
2017
Q3 		$834K Buy
7,343
+1
+0% +$114 0.08% 53
2017
Q2 		$833K Sell
7,342
-349
-5% -$39.9K 0.08% 53
2017
Q1 		$882K Buy
7,691
+523
+7% +$59.6K 0.09% 42
2016
Q4 		$811K Buy
7,168
+260
+4% +$29.7K 0.09% 44
2016
Q3 		$805K Buy
6,908
+3
+0% +$348 0.09% 49
2016
Q2 		$806K Hold
6,905
– – 0.09% 47
2016
Q1 		$792K Buy
6,905
+1,998
+41% +$223K 0.09% 47
2015
Q4 		$538K Buy
+4,907
New +$542K 0.07% 65
2015
Q3 		– Sell
-4,343
Closed -$487K – 121
2015
Q2 		$487K Buy
4,343
+30
+0.7% +$3.39K 0.06% 70
2015
Q1 		$490K Buy
4,313
+2,200
+104% +$249K 0.06% 68
2014
Q4 		$237K Buy
+2,113
New +$239K 0.03% 109
2014
Q2 		– Sell
-5,647
Closed -$633K – 124
2014
Q1 		$633K Buy
+5,647
New +$632K 0.09% 54

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bingham Osborn & Scarborough's TIP Position: Q4 2021 in Review

Bingham Osborn & Scarborough sold out of iShares TIPS Bond ETF (TIP) in Q4 2021, closing a stake of 115,530 shares — an estimated $14.8M sold.

Bingham Osborn & Scarborough first reported a position in TIP in Q1 2014 and held it in 28 quarters. The position peaked at $20.3M in Q4 2018. 1,363 funds tracked by Wall St. Rank hold TIP as of Q4 2021.

  • Bingham Osborn & Scarborough reported no remaining iShares TIPS Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Bingham Osborn & Scarborough sold 115,530 iShares TIPS Bond ETF shares in Q4 2021, an estimated $14.8M.
  • Bingham Osborn & Scarborough first reported a position in iShares TIPS Bond ETF in Q1 2014 and held it in 28 quarters.
  • Bingham Osborn & Scarborough's iShares TIPS Bond ETF position peaked at $20.3M in Q4 2018.
  • 1,363 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2021.

Based on Bingham Osborn & Scarborough's 13F filing for Q4 2021.