Carter Financial Group’s iShares TIPS Bond ETF TIP Stock Holding History

Carter Financial Group’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	$206K	Buy	+1,654	New	+$208K	0.28%	56

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

Carter Financial Group's TIP Position: Q1 2022 in Review

Carter Financial Group opened a new position in iShares TIPS Bond ETF (TIP) in Q1 2022: 1,654 shares worth $206K. The stake represents 0.28% of the portfolio and ranks #56 among its holdings.

1,341 funds tracked by Wall St. Rank hold TIP as of Q1 2022.

Carter Financial Group held 1,654 shares of iShares TIPS Bond ETF worth $206K as of Q1 2022.
iShares TIPS Bond ETF was a new Carter Financial Group position in Q1 2022.
iShares TIPS Bond ETF made up 0.28% of Carter Financial Group's portfolio in Q1 2022, its #56 holding.
1,341 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2022.

Based on Carter Financial Group's 13F filing for Q1 2022, filed 3 May 2022.