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Cedar Capital’s iShares TIPS Bond ETF TIP Stock Holding History

Cedar Capital’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 		$252K Buy
1,973
+8
+0.4% +$1.03K 0.46% 51
2021
Q2 		$252K Sell
1,965
-172
-8% -$21.9K 0.44% 46
2021
Q1 		$268K Sell
2,137
-475
-18% -$60.1K 0.47% 44
2020
Q4 		$333K Sell
2,612
-410
-14% -$51.7K 0.61% 38
2020
Q3 		$382K Buy
3,022
+104
+4% +$13.1K 0.13% 148
2020
Q2 		$359K Sell
2,918
-1,961
-40% -$238K 0.14% 131
2020
Q1 		$575K Buy
4,879
+78
+2% +$9.19K 0.27% 91
2019
Q4 		$560K Buy
4,801
+100
+2% +$11.6K 0.26% 117
2019
Q3 		$547K Buy
4,701
+687
+17% +$79.7K 0.26% 111
2019
Q2 		$464K Buy
4,014
+1,784
+80% +$203K 0.2% 115
2019
Q1 		$252K Buy
+2,230
New +$247K 0.11% 147
2016
Q4 		– Sell
-3,479
Closed -$405K – 99
2016
Q3 		$405K Buy
3,479
+522
+18% +$60.6K 0.15% 52
2016
Q2 		$345K Sell
2,957
-1,031
-26% -$118K 0.11% 59
2016
Q1 		$457K Sell
3,988
-665
-14% -$74.3K 0.13% 51
2015
Q4 		$511K Buy
+4,653
New +$514K 0.11% 49

Other funds holding TIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Cedar Capital's TIP Position: Q3 2021 in Review

Cedar Capital increased its iShares TIPS Bond ETF (TIP) stake by 0.41% in Q3 2021, buying an estimated $1.03K and bringing the position to 1,973 shares worth $252K. The position accounts for 0.46% of the portfolio, ranked #51.

Cedar Capital first reported a position in TIP in Q4 2015 and has held it in 15 quarters since. The position peaked at $575K in Q1 2020. 1,189 funds tracked by Wall St. Rank hold TIP as of Q3 2021.

  • Cedar Capital held 1,973 shares of iShares TIPS Bond ETF worth $252K as of Q3 2021.
  • Cedar Capital bought 8 iShares TIPS Bond ETF shares in Q3 2021, an estimated $1.03K.
  • iShares TIPS Bond ETF made up 0.46% of Cedar Capital's portfolio in Q3 2021, its #51 holding.
  • Cedar Capital first reported a position in iShares TIPS Bond ETF in Q4 2015 and has held it in 15 quarters since.
  • Cedar Capital's iShares TIPS Bond ETF position peaked at $575K in Q1 2020.
  • 1,189 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2021.

Based on Cedar Capital's 13F filing for Q3 2021, filed 1 Nov 2021.