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Financial Planning & Information Services’s iShares TIPS Bond ETF TIP Stock Holding History

Financial Planning & Information Services’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
Q2 		– Sell
-1,729
Closed -$215K – 79
2022
Q1 		$215K Hold
1,729
– – 0.05% 76
2021
Q4 		$223K Buy
+1,729
New +$223K 0.05% 73
2018
Q2 		– Sell
-1,859
Closed -$210K – 45
2018
Q1 		$210K Hold
1,859
– – 0.07% 44
2017
Q4 		$212K Hold
1,859
– – 0.07% 38
2017
Q3 		$211K Hold
1,859
– – 0.07% 35
2017
Q2 		$211K Sell
1,859
-216
-10% -$24.7K 0.08% 35
2017
Q1 		$238K Sell
2,075
-95
-4% -$10.8K 0.09% 34
2016
Q4 		$246K Sell
2,170
-99
-4% -$11.3K 0.1% 31
2016
Q3 		$264K Buy
2,269
+173
+8% +$20.1K 0.11% 30
2016
Q2 		$245K Sell
2,096
-330
-14% -$37.9K 0.11% 32
2016
Q1 		$278K Hold
2,426
– – 0.14% 29
2015
Q4 		$266K Sell
2,426
-53
-2% -$5.86K 0.15% 29
2015
Q3 		$274K Sell
2,479
-58
-2% -$6.47K 0.17% 28
2015
Q2 		$284K Sell
2,537
-182
-7% -$20.6K 0.17% 27
2015
Q1 		$309K Sell
2,719
-670
-20% -$76K 0.2% 26
2014
Q4 		$407K Sell
3,389
-247
-7% -$27.9K 0.28% 24
2014
Q3 		$407K Sell
3,636
-440
-11% -$50.3K 0.28% 24
2014
Q2 		$470K Sell
4,076
-1,696
-29% -$193K 0.32% 22
2014
Q1 		$647K Sell
5,772
-6,114
-51% -$684K 0.45% 22
2013
Q4 		$1.31M Buy
+11,886
New +$1.33M 0.93% 20

Other funds holding TIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Financial Planning & Information Services's TIP Position: Q2 2022 in Review

Financial Planning & Information Services sold out of iShares TIPS Bond ETF (TIP) in Q2 2022, closing a stake of 1,729 shares — an estimated $215K sold.

Financial Planning & Information Services first reported a position in TIP in Q4 2013 and held it in 20 quarters. The position peaked at $1.31M in Q4 2013. 1,292 funds tracked by Wall St. Rank hold TIP as of Q2 2022.

  • Financial Planning & Information Services reported no remaining iShares TIPS Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Financial Planning & Information Services sold 1,729 iShares TIPS Bond ETF shares in Q2 2022, an estimated $215K.
  • Financial Planning & Information Services first reported a position in iShares TIPS Bond ETF in Q4 2013 and held it in 20 quarters.
  • Financial Planning & Information Services's iShares TIPS Bond ETF position peaked at $1.31M in Q4 2013.
  • 1,292 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2022.

Based on Financial Planning & Information Services's 13F filing for Q2 2022, filed 19 Jul 2022.