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Financial Management Concepts’s iShares TIPS Bond ETF TIP Stock Holding History

Financial Management Concepts’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
2021
Q4 		$5.13M Buy
39,760
+6,168
+18% +$795K 3.74% 11
2021
Q3 		$4.29M Buy
33,592
+2,745
+9% +$354K 3.42% 10
2021
Q2 		$4.03M Buy
30,847
+3,178
+11% +$404K 3.27% 10
2021
Q1 		$3.49M Buy
27,669
+2,633
+11% +$333K 3.14% 10
2020
Q4 		$3.2M Buy
+25,036
New +$3.16M 3.1% 9

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Management Concepts's TIP Position: Q4 2021 in Review

Financial Management Concepts increased its iShares TIPS Bond ETF (TIP) stake by 18% in Q4 2021, buying an estimated $795K and bringing the position to 39,760 shares worth $5.13M. The position accounts for 3.74% of the portfolio, ranked #11.

Financial Management Concepts first reported a position in TIP in Q4 2020 and has held it in 5 quarters since. 1,363 funds tracked by Wall St. Rank hold TIP as of Q4 2021.

  • Financial Management Concepts held 39,760 shares of iShares TIPS Bond ETF worth $5.13M as of Q4 2021.
  • Financial Management Concepts bought 6,168 iShares TIPS Bond ETF shares in Q4 2021, an estimated $795K.
  • iShares TIPS Bond ETF made up 3.74% of Financial Management Concepts's portfolio in Q4 2021, its #11 holding.
  • Financial Management Concepts first reported a position in iShares TIPS Bond ETF in Q4 2020 and has held it in 5 quarters since.
  • 1,363 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2021.

Based on Financial Management Concepts's 13F filing for Q4 2021, filed 14 Feb 2022.