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

First Command Bank’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	-31	Closed	-$4K	–	459
2022 Q1	$4K	Hold	31	–	–	﹤0.01%	366
2021 Q4	$4K	Hold	31	–	–	﹤0.01%	412
2021 Q3	$4K	Hold	31	–	–	﹤0.01%	412
2021 Q2	$4K	Hold	31	–	–	﹤0.01%	399
2021 Q1	$4K	Buy	+31	New	+$3.92K	﹤0.01%	394
2020 Q2	–	Sell	-271	Closed	-$32K	–	348
2020 Q1	$32K	Hold	271	–	–	0.02%	207
2019 Q4	$32K	Hold	271	–	–	0.02%	229
2019 Q3	$32K	Hold	271	–	–	0.02%	228
2019 Q2	$31K	Hold	271	–	–	0.02%	240
2019 Q1	$31K	Hold	271	–	–	0.02%	242
2018 Q4	$30K	Sell	271 -13	-5%	-$1.42K	0.02%	246
2018 Q3	$31K	Buy	284 +13	+5%	+$1.45K	0.01%	244
2018 Q2	$31K	Hold	271	–	–	0.01%	244
2018 Q1	$30.6K	Hold	271	–	–	0.02%	251
2017 Q4	$31K	Hold	271	–	–	0.02%	242
2017 Q3	$31K	Sell	271 -475	-64%	-$54.1K	0.02%	244
2017 Q2	$85K	Buy	746 +475	+175%	+$54.3K	0.06%	144
2017 Q1	$31K	Buy	271 +102	+60%	+$11.6K	0.02%	241
2016 Q4	$19K	Buy	+169	New	+$19.3K	0.02%	284

Other funds holding TIP

BlackRock New York $5.72T 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 $377B AUM 19.32% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 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

First Command Bank's TIP Position: Q2 2022 in Review

First Command Bank sold out of iShares TIPS Bond ETF (TIP) in Q2 2022, closing a stake of 31 shares — an estimated $4K sold.

First Command Bank first reported a position in TIP in Q4 2016 and held it in 19 quarters. The position peaked at $85K in Q2 2017. 1,291 funds tracked by Wall St. Rank hold TIP as of Q2 2022.

First Command Bank reported no remaining iShares TIPS Bond ETF position as of Q2 2022 after selling out during the quarter.
First Command Bank sold 31 iShares TIPS Bond ETF shares in Q2 2022, an estimated $4K.
First Command Bank first reported a position in iShares TIPS Bond ETF in Q4 2016 and held it in 19 quarters.
First Command Bank's iShares TIPS Bond ETF position peaked at $85K in Q2 2017.
1,291 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2022.

Based on First Command Bank's 13F filing for Q2 2022, filed 21 Jul 2022.