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 $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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

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

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

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

First Citizens Financial Corp's TIP Position: Q3 2022 in Review

First Citizens Financial Corp sold out of iShares TIPS Bond ETF (TIP) in Q3 2022, closing a stake of 1,857 shares — an estimated $212K sold.

First Citizens Financial Corp first reported a position in TIP in Q4 2019 and held it in 11 quarters. The position peaked at $240K in Q4 2021. 1,223 funds tracked by Wall St. Rank hold TIP as of Q3 2022.

First Citizens Financial Corp reported no remaining iShares TIPS Bond ETF position as of Q3 2022 after selling out during the quarter.
First Citizens Financial Corp sold 1,857 iShares TIPS Bond ETF shares in Q3 2022, an estimated $212K.
First Citizens Financial Corp first reported a position in iShares TIPS Bond ETF in Q4 2019 and held it in 11 quarters.
First Citizens Financial Corp's iShares TIPS Bond ETF position peaked at $240K in Q4 2021.
1,223 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2022.

Based on First Citizens Financial Corp's 13F filing for Q3 2022, filed 12 Oct 2022.