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

Center For 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 Q3	–	Sell	-28,922	Closed	-$3.29M	–	113
2022 Q2	$3.29M	Buy	28,922 +13,243	+84%	+$1.57M	3.05%	8
2022 Q1	$1.95M	Buy	+15,679	New	+$1.97M	1.51%	17
2021 Q2	–	Sell	-9,612	Closed	-$1.21M	–	105
2021 Q1	$1.21M	Buy	9,612 +1,459	+18%	+$185K	1.16%	24
2020 Q4	$1.04M	Buy	+8,153	New	+$1.03M	1.04%	26

Other funds holding TIP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Center For Asset Management's TIP Position: Q3 2022 in Review

Center For Asset Management sold out of iShares TIPS Bond ETF (TIP) in Q3 2022, closing a stake of 28,922 shares — an estimated $3.29M sold.

Center For Asset Management first reported a position in TIP in Q4 2020 and held it in 4 quarters. The position peaked at $3.29M in Q2 2022. 1,223 funds tracked by Wall St. Rank hold TIP as of Q3 2022.

Center For Asset Management reported no remaining iShares TIPS Bond ETF position as of Q3 2022 after selling out during the quarter.
Center For Asset Management sold 28,922 iShares TIPS Bond ETF shares in Q3 2022, an estimated $3.29M.
Center For Asset Management first reported a position in iShares TIPS Bond ETF in Q4 2020 and held it in 4 quarters.
Center For Asset Management's iShares TIPS Bond ETF position peaked at $3.29M in Q2 2022.
1,223 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2022.

Based on Center For Asset Management's 13F filing for Q3 2022, filed 21 Oct 2022.