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Cerity Partners OCIO’s iShares TIPS Bond ETF TIP Stock Holding History

Cerity Partners OCIO’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
Q4 		$964K Buy
9,056
+1,421
+19% +$152K 0.03% 249
2022
Q3 		$801K Buy
7,635
+2,104
+38% +$238K 0.03% 264
2022
Q2 		$630K Sell
5,531
-49
-0.9% -$5.81K 0.02% 277
2022
Q1 		$695K Buy
5,580
+2,570
+85% +$323K 0.02% 286
2021
Q4 		$389K Buy
3,010
+456
+18% +$58.8K 0.01% 339
2021
Q3 		$326K Buy
2,554
+653
+34% +$84.2K 0.01% 346
2021
Q2 		$243K Sell
1,901
-1,870
-50% -$238K 0.01% 370
2021
Q1 		$473K Buy
3,771
+953
+34% +$121K 0.02% 286
2020
Q4 		$360K Buy
2,818
+12
+0.4% +$1.51K 0.01% 301
2020
Q3 		$355K Buy
+2,806
New +$352K 0.02% 267
2016
Q1 		– Sell
-13,475
Closed -$1.48M – 233
2015
Q4 		$1.48M Buy
13,475
+3,276
+32% +$362K 0.16% 52
2015
Q3 		$1.13M Buy
10,199
+4,902
+93% +$547K 0.13% 67
2015
Q2 		$594K Hold
5,297
– – 0.06% 127
2015
Q1 		$602K Buy
+5,297
New +$601K 0.07% 123
2013
Q4 		– Sell
-5,684
Closed -$640K – 175
2013
Q3 		$640K Sell
5,684
-9,070
-61% -$1.01M 0.12% 55
2013
Q2 		$1.65M Buy
+14,754
New +$1.75M 0.34% 35

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cerity Partners OCIO's TIP Position: Q4 2022 in Review

Cerity Partners OCIO increased its iShares TIPS Bond ETF (TIP) stake by 19% in Q4 2022, buying an estimated $152K and bringing the position to 9,056 shares worth $964K. The position accounts for 0.03% of the portfolio, ranked #249.

Cerity Partners OCIO first reported a position in TIP in Q2 2013 and has held it in 16 quarters since. The position peaked at $1.65M in Q2 2013. 1,220 funds tracked by Wall St. Rank hold TIP as of Q4 2022.

  • Cerity Partners OCIO held 9,056 shares of iShares TIPS Bond ETF worth $964K as of Q4 2022.
  • Cerity Partners OCIO bought 1,421 iShares TIPS Bond ETF shares in Q4 2022, an estimated $152K.
  • iShares TIPS Bond ETF made up 0.03% of Cerity Partners OCIO's portfolio in Q4 2022, its #249 holding.
  • Cerity Partners OCIO first reported a position in iShares TIPS Bond ETF in Q2 2013 and has held it in 16 quarters since.
  • Cerity Partners OCIO's iShares TIPS Bond ETF position peaked at $1.65M in Q2 2013.
  • 1,220 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2022.

Based on Cerity Partners OCIO's 13F filing for Q4 2022, filed 2 Feb 2023.