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DOHJ LLC’s iShares TIPS Bond ETF TIP Stock Holding History

DOHJ LLC’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
2023
Q1 		– Sell
-4,584
Closed -$488K – 94
2022
Q4 		$488K Sell
4,584
-36,927
-89% -$3.94M 0.27% 62
2022
Q3 		$4.35M Sell
41,511
-9,262
-18% -$1.05M 2.94% 8
2022
Q2 		$5.78M Buy
50,773
+4,551
+10% +$540K 3.29% 7
2022
Q1 		$5.76M Buy
46,222
+9,552
+26% +$1.2M 2.77% 10
2021
Q4 		$4.74M Buy
36,670
+463
+1% +$59.7K 2.12% 11
2021
Q3 		$4.66M Buy
36,207
+5,479
+18% +$706K 2.21% 11
2021
Q2 		$3.93M Buy
30,728
+22,388
+268% +$2.84M 2.07% 14
2021
Q1 		$1.05M Buy
+8,340
New +$1.06M 0.61% 46
2020
Q1 		– Sell
-3,763
Closed -$439K – 66
2019
Q4 		$439K Buy
+3,763
New +$437K 0.39% 52

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

DOHJ LLC's TIP Position: Q1 2023 in Review

DOHJ LLC sold out of iShares TIPS Bond ETF (TIP) in Q1 2023, closing a stake of 4,584 shares — an estimated $488K sold.

DOHJ LLC first reported a position in TIP in Q4 2019 and held it in 9 quarters. The position peaked at $5.78M in Q2 2022. 1,113 funds tracked by Wall St. Rank hold TIP as of Q1 2023.

  • DOHJ LLC reported no remaining iShares TIPS Bond ETF position as of Q1 2023 after selling out during the quarter.
  • DOHJ LLC sold 4,584 iShares TIPS Bond ETF shares in Q1 2023, an estimated $488K.
  • DOHJ LLC first reported a position in iShares TIPS Bond ETF in Q4 2019 and held it in 9 quarters.
  • DOHJ LLC's iShares TIPS Bond ETF position peaked at $5.78M in Q2 2022.
  • 1,113 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2023.

Based on DOHJ LLC's 13F filing for Q1 2023, filed 10 May 2023.