EPM
TIP icon

Equitec Proprietary Markets’s iShares TIPS Bond ETF TIP Stock Holding History

Equitec Proprietary Markets’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
Q2 		– Sell
-200
Closed -$22.1K – 146
2023
Q1 		$22.1K Hold
200
– – 0.02% 79
2022
Q4 		$21.3K Hold
200
– – 0.01% 115
2022
Q3 		$21K Hold
200
– – 0.01% 165
2022
Q2 		$23K Hold
200
– – 0.01% 160
2022
Q1 		$25K Hold
200
– – 0.01% 133
2021
Q4 		$26K Hold
200
– – 0.01% 290
2021
Q3 		$26K Hold
200
– – 0.01% 166
2021
Q2 		$26K Buy
+200
New +$25.4K 0.02% 202
2020
Q4 		$26K Hold
200
– – 0.02% 103
2020
Q3 		$25K Buy
+200
New +$25.1K 0.06% 81
2020
Q1 		$25K Buy
+200
New +$23.6K 0.02% 219

Other funds holding TIP

BlackRock
BlackRock New York $5.7T 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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 $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return