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Danda Trouve Investment Management’s iShares TIPS Bond ETF TIP Stock Holding History

Danda Trouve Investment 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 		$3.5M Sell
33,393
-843
-2% -$95.5K 6.48% 6
2022
Q2 		$3.9M Buy
34,236
+504
+1% +$59.8K 6% 8
2022
Q1 		$4.2M Buy
33,732
+21
+0.1% +$2.64K 5.26% 8
2021
Q4 		$4.36M Buy
33,711
+152
+0.5% +$19.6K 4.93% 7
2021
Q3 		$4.29M Buy
33,559
+1,191
+4% +$154K 5.17% 5
2021
Q2 		$4.14M Buy
32,368
+468
+1% +$59.5K 4.92% 4
2021
Q1 		$4M Buy
31,900
+204
+0.6% +$25.8K 4.93% 4
2020
Q4 		$4.05M Buy
31,696
+100
+0.3% +$12.6K 4.94% 4
2020
Q3 		$4M Buy
31,596
+8,607
+37% +$1.08M 5.45% 4
2020
Q2 		$2.83M Buy
22,989
+22,975
+164,107% +$2.79M 4.28% 9
2020
Q1 		$2K Hold
14
– – ﹤0.01% 144
2019
Q4 		$2K Buy
+14
New +$1.63K ﹤0.01% 156

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Danda Trouve Investment Management's TIP Position: Q3 2022 in Review

Danda Trouve Investment Management reduced its iShares TIPS Bond ETF (TIP) stake by 2.5% in Q3 2022, selling an estimated $95.5K and leaving 33,393 shares worth $3.5M. The position accounts for 6.48% of the portfolio, ranked #6.

Danda Trouve Investment Management first reported a position in TIP in Q4 2019 and has held it in 12 quarters since. The position peaked at $4.36M in Q4 2021. 1,221 funds tracked by Wall St. Rank hold TIP as of Q3 2022.

  • Danda Trouve Investment Management held 33,393 shares of iShares TIPS Bond ETF worth $3.5M as of Q3 2022.
  • Danda Trouve Investment Management sold 843 iShares TIPS Bond ETF shares in Q3 2022, an estimated $95.5K.
  • iShares TIPS Bond ETF made up 6.48% of Danda Trouve Investment Management's portfolio in Q3 2022, its #6 holding.
  • Danda Trouve Investment Management first reported a position in iShares TIPS Bond ETF in Q4 2019 and has held it in 12 quarters since.
  • Danda Trouve Investment Management's iShares TIPS Bond ETF position peaked at $4.36M in Q4 2021.
  • 1,221 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2022.

Based on Danda Trouve Investment Management's 13F filing for Q3 2022, filed 14 Oct 2022.