Bruderman Asset Management’s iShares TIPS Bond ETF TIP Stock Holding History

Bruderman Asset 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	-5,664	Closed	-$735K	–	96
2021 Q4	$735K	Sell	5,664 -19,318	-77%	-$2.49M	0.56%	54
2021 Q3	$3.19M	Buy	+24,982	New	+$3.22M	0.8%	44
2021 Q2	–	Sell	-12,114	Closed	-$1.52M	–	115
2021 Q1	$1.52M	Buy	12,114 +205	+2%	+$25.9K	0.42%	68
2020 Q4	$1.52M	Buy	+11,909	New	+$1.5M	0.44%	65
2019 Q1	–	Sell	-11	Closed	-$1K	–	689
2018 Q4	$1K	Buy	+11	New	+$1.2K	﹤0.01%	631
2015 Q2	–	Sell	-300	Closed	-$34K	–	458
2015 Q1	$34K	Buy	+300	New	+$34K	0.01%	255

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

Bruderman Asset Management's TIP Position: Q1 2022 in Review

Bruderman Asset Management sold out of iShares TIPS Bond ETF (TIP) in Q1 2022, closing a stake of 5,664 shares — an estimated $735K sold.

Bruderman Asset Management first reported a position in TIP in Q1 2015 and held it in 6 quarters. The position peaked at $3.19M in Q3 2021. 1,341 funds tracked by Wall St. Rank hold TIP as of Q1 2022.

Bruderman Asset Management reported no remaining iShares TIPS Bond ETF position as of Q1 2022 after selling out during the quarter.
Bruderman Asset Management sold 5,664 iShares TIPS Bond ETF shares in Q1 2022, an estimated $735K.
Bruderman Asset Management first reported a position in iShares TIPS Bond ETF in Q1 2015 and held it in 6 quarters.
Bruderman Asset Management's iShares TIPS Bond ETF position peaked at $3.19M in Q3 2021.
1,341 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2022.

Based on Bruderman Asset Management's 13F filing for Q1 2022, filed 13 May 2022.