First Citizens Financial Corp’s iShares TIPS Bond ETF TIP Stock Holding History

First Citizens Financial Corp’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	-1,857	Closed	-$212K	–	103
2022 Q2	$212K	Hold	1,857	–	–	0.19%	93
2022 Q1	$231K	Hold	1,857	–	–	0.17%	94
2021 Q4	$240K	Sell	1,857 -5	-0.3%	-$645	0.18%	95
2021 Q3	$238K	Buy	1,862 +5	+0.3%	+$645	0.19%	92
2021 Q2	$238K	Hold	1,857	–	–	0.18%	103
2021 Q1	$233K	Hold	1,857	–	–	0.19%	100
2020 Q4	$237K	Sell	1,857 -12	-0.6%	-$1.51K	0.21%	91
2020 Q3	$236K	Hold	1,869	–	–	0.23%	83
2020 Q2	$230K	Hold	1,869	–	–	0.24%	81
2020 Q1	$220K	Hold	1,869	–	–	0.29%	73
2019 Q4	$218K	Buy	+1,869	New	+$217K	0.22%	87

Other funds holding TIP

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return