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Brouwer & Janachowski’s iShares TIPS Bond ETF TIP Stock Holding History

Brouwer & Janachowski’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
Q3 		$353K Hold
2,764
– – 0.06% 44
2021
Q2 		$354K Sell
2,764
-140
-5% -$17.8K 0.06% 43
2021
Q1 		$364K Hold
2,904
– – 0.07% 39
2020
Q4 		$371K Sell
2,904
-18
-0.6% -$2.27K 0.07% 37
2020
Q3 		$370K Sell
2,922
-225
-7% -$28.3K 0.07% 38
2020
Q2 		$387K Sell
3,147
-169
-5% -$20.5K 0.07% 37
2020
Q1 		$391K Hold
3,316
– – 0.08% 33
2019
Q4 		$387K Sell
3,316
-45
-1% -$5.23K 0.06% 39
2019
Q3 		$391K Sell
3,361
-473
-12% -$54.9K 0.07% 39
2019
Q2 		$443K Sell
3,834
-609
-14% -$69.3K 0.08% 35
2019
Q1 		$502K Sell
4,443
-172
-4% -$19.1K 0.09% 34
2018
Q4 		$505K Sell
4,615
-464
-9% -$50.7K 0.09% 32
2018
Q3 		$562K Sell
5,079
-150
-3% -$16.8K 0.1% 32
2018
Q2 		$590K Sell
5,229
-513
-9% -$57.6K 0.11% 30
2018
Q1 		$649K Sell
5,742
-1,681
-23% -$189K 0.13% 30
2017
Q4 		$847K Buy
7,423
+15
+0.2% +$1.71K 0.16% 31
2017
Q3 		$841K Sell
7,408
-19
-0.3% -$2.16K 0.16% 30
2017
Q2 		$842K Buy
7,427
+37
+0.5% +$4.23K 0.17% 29
2017
Q1 		$847K Sell
7,390
-72
-1% -$8.2K 0.18% 28
2016
Q4 		$844K Sell
7,462
-3,177
-30% -$363K 0.2% 27
2016
Q3 		$1.24M Sell
10,639
-2,463
-19% -$286K 0.31% 23
2016
Q2 		$1.53M Sell
13,102
-1,725
-12% -$198K 0.42% 23
2016
Q1 		$1.7M Buy
14,827
+218
+1% +$24.4K 0.58% 22
2015
Q4 		$1.6M Sell
14,609
-1,185
-8% -$131K 0.87% 18
2015
Q3 		$1.75M Sell
15,794
-7,818
-33% -$872K 0.82% 22
2015
Q2 		$2.65M Sell
23,612
-7,372
-24% -$833K 1.16% 20
2015
Q1 		$3.52M Sell
30,984
-2,789
-8% -$316K 1.5% 20
2014
Q4 		$3.78M Sell
33,773
-3,582
-10% -$404K 1.63% 19
2014
Q3 		$4.19M Sell
37,355
-486
-1% -$55.6K 2% 11
2014
Q2 		$4.37M Sell
37,841
-1,924
-5% -$219K 2.09% 11
2014
Q1 		$4.46M Sell
39,765
-1,488
-4% -$166K 2.19% 10
2013
Q4 		$4.53M Buy
+41,253
New +$4.61M 2.22% 10

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Brouwer & Janachowski's TIP Position: Q3 2021 in Review

Brouwer & Janachowski held its iShares TIPS Bond ETF (TIP) position steady in Q3 2021 at 2,764 shares worth $353K. The position accounts for 0.06% of the portfolio, ranked #44.

Brouwer & Janachowski first reported a position in TIP in Q4 2013 and has held it in 32 quarters since. The position peaked at $4.53M in Q4 2013. 1,187 funds tracked by Wall St. Rank hold TIP as of Q3 2021.

  • Brouwer & Janachowski held 2,764 shares of iShares TIPS Bond ETF worth $353K as of Q3 2021.
  • Brouwer & Janachowski left its iShares TIPS Bond ETF share count unchanged in Q3 2021.
  • iShares TIPS Bond ETF made up 0.06% of Brouwer & Janachowski's portfolio in Q3 2021, its #44 holding.
  • Brouwer & Janachowski first reported a position in iShares TIPS Bond ETF in Q4 2013 and has held it in 32 quarters since.
  • Brouwer & Janachowski's iShares TIPS Bond ETF position peaked at $4.53M in Q4 2013.
  • 1,187 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2021.

Based on Brouwer & Janachowski's 13F filing for Q3 2021, filed 19 Oct 2021.