FBT
TIP icon

First Bank & Trust’s iShares TIPS Bond ETF TIP Stock Holding History

First Bank & Trust’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
Q3 		– Sell
-50
Closed -$6K – 467
2022
Q2 		$6K Hold
50
– – ﹤0.01% 364
2022
Q1 		$6K Hold
50
– – ﹤0.01% 378
2021
Q4 		$6K Hold
50
– – ﹤0.01% 379
2021
Q3 		$6K Hold
50
– – ﹤0.01% 370
2021
Q2 		$6K Hold
50
– – ﹤0.01% 359
2021
Q1 		$6K Hold
50
– – ﹤0.01% 360
2020
Q4 		$6K Hold
50
– – ﹤0.01% 349
2020
Q3 		$6K Buy
+50
New +$6.28K ﹤0.01% 332
2020
Q2 		– Sell
-22
Closed -$3K – 427
2020
Q1 		$3K Hold
22
– – ﹤0.01% 368
2019
Q4 		$3K Buy
+22
New +$2.56K ﹤0.01% 377

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

First Bank & Trust's TIP Position: Q3 2022 in Review

First Bank & Trust sold out of iShares TIPS Bond ETF (TIP) in Q3 2022, closing a stake of 50 shares — an estimated $6K sold.

First Bank & Trust first reported a position in TIP in Q4 2019 and held it in 10 quarters. The position peaked at $6K in Q2 2022. 1,223 funds tracked by Wall St. Rank hold TIP as of Q3 2022.

  • First Bank & Trust reported no remaining iShares TIPS Bond ETF position as of Q3 2022 after selling out during the quarter.
  • First Bank & Trust sold 50 iShares TIPS Bond ETF shares in Q3 2022, an estimated $6K.
  • First Bank & Trust first reported a position in iShares TIPS Bond ETF in Q4 2019 and held it in 10 quarters.
  • First Bank & Trust's iShares TIPS Bond ETF position peaked at $6K in Q2 2022.
  • 1,223 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2022.

Based on First Bank & Trust's 13F filing for Q3 2022, filed 28 Oct 2022.