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First Personal Financial Services’s iShares TIPS Bond ETF TIP Stock Holding History

First Personal Financial Services’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
2024
Q3 		$3.46M Sell
31,311
-1,166
-4% -$127K 0.73% 45
2024
Q2 		$3.47M Sell
32,477
-124
-0.4% -$13.2K 0.78% 43
2024
Q1 		$3.5M Sell
32,601
-561
-2% -$59.9K 0.81% 44
2023
Q4 		$3.56M Sell
33,162
-1,398
-4% -$146K 0.87% 42
2023
Q3 		$3.58M Sell
34,560
-991
-3% -$105K 0.93% 41
2023
Q2 		$3.83M Sell
35,551
-308
-0.9% -$33.5K 0.95% 39
2023
Q1 		$3.95M Sell
35,859
-157
-0.4% -$17K 1.03% 39
2022
Q4 		$3.83M Sell
36,016
-1,703
-5% -$182K 1.04% 39
2022
Q3 		$3.96M Buy
37,719
+527
+1% +$59.7K 1.15% 34
2022
Q2 		$4.24M Buy
37,192
+1,135
+3% +$135K 1.19% 37
2022
Q1 		$4.49M Buy
36,057
+3,784
+12% +$476K 1.05% 37
2021
Q4 		$4.17M Buy
32,273
+1,221
+4% +$157K 0.93% 43
2021
Q3 		$3.96M Buy
31,052
+1,296
+4% +$167K 0.99% 43
2021
Q2 		$3.81M Sell
29,756
-182
-0.6% -$23.1K 0.97% 44
2021
Q1 		$3.76M Buy
29,938
+2,523
+9% +$319K 1.03% 43
2020
Q4 		$3.5M Buy
27,415
+646
+2% +$81.5K 1% 43
2020
Q3 		$3.39M Buy
26,769
+213
+0.8% +$26.8K 1.08% 42
2020
Q2 		$3.27M Buy
26,556
+616
+2% +$74.9K 1.12% 41
2020
Q1 		$3.06M Buy
25,940
+2,281
+10% +$269K 1.18% 38
2019
Q4 		$2.76M Buy
23,659
+568
+2% +$66K 0.89% 46
2019
Q3 		$2.69M Buy
23,091
+1,062
+5% +$123K 0.83% 45
2019
Q2 		$2.54M Buy
22,029
+496
+2% +$56.4K 0.73% 45
2019
Q1 		$2.44M Buy
21,533
+840
+4% +$93.2K 0.74% 44
2018
Q4 		$2.27M Sell
20,693
-8,467
-29% -$924K 0.78% 46
2018
Q3 		$3.23M Buy
29,160
+147
+0.5% +$16.4K 1.02% 40
2018
Q2 		$3.27M Buy
29,013
+475
+2% +$53.3K 1.1% 36
2018
Q1 		$3.23M Buy
28,538
+6,508
+30% +$733K 0.71% 49
2017
Q4 		$2.51M Buy
22,030
+821
+4% +$93.4K 0.49% 67
2017
Q3 		$2.41M Sell
21,209
-37
-0.2% -$4.21K 0.51% 63
2017
Q2 		$2.41M Sell
21,246
-432
-2% -$49.4K 0.53% 64
2017
Q1 		$2.48M Buy
21,678
+4,972
+30% +$566K 0.6% 61
2016
Q4 		$1.89M Buy
16,706
+1,499
+10% +$171K 0.5% 65
2016
Q3 		$1.77M Buy
15,207
+843
+6% +$97.8K 0.52% 64
2016
Q2 		$1.68M Sell
14,364
-507
-3% -$58.2K 0.57% 58
2016
Q1 		$1.71M Sell
14,871
-1,962
-12% -$219K 0.84% 46
2015
Q4 		$1.85M Sell
16,833
-547
-3% -$60.4K 1.04% 37
2015
Q3 		$1.92M Sell
17,380
-1,030
-6% -$115K 1.16% 33
2015
Q2 		$2.06M Sell
18,410
-432
-2% -$48.8K 1.24% 23
2015
Q1 		$2.14M Sell
18,842
-561
-3% -$63.6K 1.3% 21
2014
Q4 		$2.17M Buy
+19,403
New +$2.19M 1.27% 21

Other funds holding TIP

BlackRock
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

First Personal Financial Services's TIP Position: Q3 2024 in Review

First Personal Financial Services reduced its iShares TIPS Bond ETF (TIP) stake by 3.6% in Q3 2024, selling an estimated $127K and leaving 31,311 shares worth $3.46M. The position accounts for 0.73% of the portfolio, ranked #45.

First Personal Financial Services first reported a position in TIP in Q4 2014 and has held it in 40 quarters since. The position peaked at $4.49M in Q1 2022. 959 funds tracked by Wall St. Rank hold TIP as of Q3 2024.

  • First Personal Financial Services held 31,311 shares of iShares TIPS Bond ETF worth $3.46M as of Q3 2024.
  • First Personal Financial Services sold 1,166 iShares TIPS Bond ETF shares in Q3 2024, an estimated $127K.
  • iShares TIPS Bond ETF made up 0.73% of First Personal Financial Services's portfolio in Q3 2024, its #45 holding.
  • First Personal Financial Services first reported a position in iShares TIPS Bond ETF in Q4 2014 and has held it in 40 quarters since.
  • First Personal Financial Services's iShares TIPS Bond ETF position peaked at $4.49M in Q1 2022.
  • 959 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.