Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
FPIS
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
Shares
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
New York
$5.7T AUM
30.48%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Tokyo, Japan
$40.6B AUM
25.18%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close