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

Financial Partners Capital 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 Q1	–	Sell	-1,991	Closed	-$257K	–	131
2021 Q4	$257K	Hold	1,991	–	–	0.05%	112
2021 Q3	$254K	Hold	1,991	–	–	0.05%	106
2021 Q2	$255K	Hold	1,991	–	–	0.05%	105
2021 Q1	$250K	Hold	1,991	–	–	0.05%	100
2020 Q4	$254K	Sell	1,991 -127	-6%	-$16K	0.06%	93
2020 Q3	$268K	Buy	2,118 +127	+6%	+$16K	0.07%	88
2020 Q2	$245K	Hold	1,991	–	–	0.07%	86
2020 Q1	$235K	Buy	+1,991	New	+$235K	0.07%	79

Other funds holding TIP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Financial Partners Capital Management's TIP Position: Q1 2022 in Review

Financial Partners Capital Management sold out of iShares TIPS Bond ETF (TIP) in Q1 2022, closing a stake of 1,991 shares — an estimated $257K sold.

Financial Partners Capital Management first reported a position in TIP in Q1 2020 and held it in 8 quarters. The position peaked at $268K in Q3 2020. 1,342 funds tracked by Wall St. Rank hold TIP as of Q1 2022.

Financial Partners Capital Management reported no remaining iShares TIPS Bond ETF position as of Q1 2022 after selling out during the quarter.
Financial Partners Capital Management sold 1,991 iShares TIPS Bond ETF shares in Q1 2022, an estimated $257K.
Financial Partners Capital Management first reported a position in iShares TIPS Bond ETF in Q1 2020 and held it in 8 quarters.
Financial Partners Capital Management's iShares TIPS Bond ETF position peaked at $268K in Q3 2020.
1,342 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2022.

Based on Financial Partners Capital Management's 13F filing for Q1 2022, filed 27 Feb 2023.