FFG
TIP icon

Ford Financial Group’s iShares TIPS Bond ETF TIP Stock Holding History

Ford Financial Group’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
Q1 		– Sell
-1,503
Closed -$194 – 463
2021
Q4 		$194 Buy
+1,503
New +$194K 0.04% 105
2021
Q3 		– Sell
-1,483
Closed -$189K – 500
2021
Q2 		$189K Sell
1,483
-2,596
-64% -$330K 0.07% 101
2021
Q1 		$512K Sell
4,079
-1,065
-21% -$135K 0.22% 51
2020
Q4 		$656K Sell
5,144
-6,951
-57% -$877K 0.31% 42
2020
Q3 		$1.53M Buy
12,095
+635
+6% +$79.8K 0.83% 26
2020
Q2 		$1.41M Buy
11,460
+464
+4% +$56.4K 0.78% 25
2020
Q1 		$1.3M Sell
10,996
-368
-3% -$43.4K 0.87% 24
2019
Q4 		$1.32M Buy
11,364
+612
+6% +$71.1K 0.76% 23
2019
Q3 		$1.25M Sell
10,752
-4,701
-30% -$546K 0.8% 22
2019
Q2 		$1.78M Buy
15,453
+1,226
+9% +$139K 1.21% 15
2019
Q1 		$1.61M Buy
14,227
+970
+7% +$108K 1.15% 19
2018
Q4 		$1.45M Buy
13,257
+159
+1% +$17.4K 1.09% 18
2018
Q3 		$1.44M Sell
13,098
-160
-1% -$17.9K 1.05% 13
2018
Q2 		$1.49M Buy
13,258
+10,507
+382% +$1.18M 1.09% 14
2018
Q1 		$311K Hold
2,751
– – 0.24% 31
2017
Q4 		$313K Buy
+2,751
New +$313K 0.24% 29

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
Morgan Stanley
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
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Ford Financial Group's TIP Position: Q1 2022 in Review

Ford Financial Group sold out of iShares TIPS Bond ETF (TIP) in Q1 2022, closing a stake of 1,503 shares — an estimated $194 sold.

Ford Financial Group first reported a position in TIP in Q4 2017 and held it in 16 quarters. The position peaked at $1.78M in Q2 2019. 1,341 funds tracked by Wall St. Rank hold TIP as of Q1 2022.

  • Ford Financial Group reported no remaining iShares TIPS Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Ford Financial Group sold 1,503 iShares TIPS Bond ETF shares in Q1 2022, an estimated $194.
  • Ford Financial Group first reported a position in iShares TIPS Bond ETF in Q4 2017 and held it in 16 quarters.
  • Ford Financial Group's iShares TIPS Bond ETF position peaked at $1.78M in Q2 2019.
  • 1,341 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2022.

Based on Ford Financial Group's 13F filing for Q1 2022, filed 13 Apr 2022.