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Cardan Capital Partners’s iShares TIPS Bond ETF TIP Stock Holding History

Cardan Capital Partners’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 		$3.09M Buy
24,168
+246
+1% +$31.7K 0.35% 80
2021
Q2 		$3.06M Buy
23,922
+282
+1% +$35.8K 0.34% 91
2021
Q1 		$2.97M Buy
23,640
+2,658
+13% +$336K 0.36% 85
2020
Q4 		$2.68M Buy
20,982
+741
+4% +$93.5K 0.33% 86
2020
Q3 		$2.56M Buy
20,241
+897
+5% +$113K 0.34% 91
2020
Q2 		$2.38M Sell
19,344
-4,683
-19% -$569K 0.34% 96
2020
Q1 		$2.83M Buy
24,027
+11,718
+95% +$1.38M 0.47% 64
2019
Q4 		$1.44M Buy
12,309
+1,188
+11% +$138K 0.19% 96
2019
Q3 		$1.29M Buy
11,121
+720
+7% +$83.6K 0.19% 95
2019
Q2 		$1.2M Buy
10,401
+1,334
+15% +$152K 0.18% 94
2019
Q1 		$1.02M Sell
9,067
-1,333
-13% -$148K 0.17% 99
2018
Q4 		$1.14M Buy
10,400
+577
+6% +$63K 0.2% 88
2018
Q3 		$1.09M Buy
9,823
+208
+2% +$23.2K 0.17% 91
2018
Q2 		$1.08M Buy
9,615
+399
+4% +$44.8K 0.18% 86
2018
Q1 		$1.04M Buy
9,216
+2,379
+35% +$268K 0.17% 83
2017
Q4 		$779K Buy
6,837
+429
+7% +$48.8K 0.15% 76
2017
Q3 		$728K Buy
6,408
+471
+8% +$53.6K 0.15% 74
2017
Q2 		$673K Sell
5,937
-82
-1% -$9.37K 0.13% 76
2017
Q1 		$690K Buy
6,019
+3,232
+116% +$368K 0.14% 77
2016
Q4 		$315K Buy
2,787
+59
+2% +$6.74K 0.07% 91
2016
Q3 		$318K Buy
2,728
+294
+12% +$34.1K 0.07% 86
2016
Q2 		$284K Buy
2,434
+176
+8% +$20.2K 0.07% 88
2016
Q1 		$259K Buy
+2,258
New +$252K 0.06% 83

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

Cardan Capital Partners's TIP Position: Q3 2021 in Review

Cardan Capital Partners increased its iShares TIPS Bond ETF (TIP) stake by 1% in Q3 2021, buying an estimated $31.7K and bringing the position to 24,168 shares worth $3.09M. The position accounts for 0.35% of the portfolio, ranked #80.

Cardan Capital Partners first reported a position in TIP in Q1 2016 and has held it in 23 quarters since. 1,187 funds tracked by Wall St. Rank hold TIP as of Q3 2021.

  • Cardan Capital Partners held 24,168 shares of iShares TIPS Bond ETF worth $3.09M as of Q3 2021.
  • Cardan Capital Partners bought 246 iShares TIPS Bond ETF shares in Q3 2021, an estimated $31.7K.
  • iShares TIPS Bond ETF made up 0.35% of Cardan Capital Partners's portfolio in Q3 2021, its #80 holding.
  • Cardan Capital Partners first reported a position in iShares TIPS Bond ETF in Q1 2016 and has held it in 23 quarters since.
  • 1,187 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2021.

Based on Cardan Capital Partners's 13F filing for Q3 2021, filed 25 Oct 2021.