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Frontier Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History

Frontier Wealth Management’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 		$1.39M Sell
12,226
-1,251
-9% -$148K 0.1% 149
2022
Q1 		$1.64M Sell
13,477
-18
-0.1% -$2.26K 0.02% 140
2021
Q4 		$1.74M Buy
13,495
+27
+0.2% +$3.48K 0.12% 132
2021
Q3 		$1.72M Sell
13,468
-744
-5% -$95.9K 0.12% 132
2021
Q2 		$1.82M Buy
14,212
+23
+0.2% +$2.92K 0.13% 125
2021
Q1 		$1.78M Sell
14,189
-720
-5% -$91.1K 0.14% 120
2020
Q4 		$1.9M Sell
14,909
-1,501
-9% -$189K 0.16% 106
2020
Q3 		$2.08M Sell
16,410
-582
-3% -$73.1K 0.19% 93
2020
Q2 		$2.09M Buy
+16,992
New +$2.07M 0.19% 98
2019
Q2 		– Sell
-14,300
Closed -$1.62M – 367
2019
Q1 		$1.62M Sell
14,300
-46
-0.3% -$5.1K 0.22% 98
2018
Q4 		$1.57M Sell
14,346
-1,017
-7% -$111K 0.24% 100
2018
Q3 		$1.7M Sell
15,363
-170
-1% -$19K 0.16% 102
2018
Q2 		$1.75M Buy
15,533
+198
+1% +$22.2K 0.25% 93
2018
Q1 		$1.73M Buy
15,335
+2,041
+15% +$230K 0.24% 102
2017
Q4 		$1.52M Sell
13,294
-1,121
-8% -$127K 0.24% 98
2017
Q3 		$1.64M Buy
14,415
+632
+5% +$72K 0.24% 102
2017
Q2 		$1.56M Sell
13,783
-2,816
-17% -$322K 0.24% 102
2017
Q1 		$1.9M Sell
16,599
-4,766
-22% -$543K 0.29% 91
2016
Q4 		$2.42M Sell
21,365
-693
-3% -$79.1K 0.4% 70
2016
Q3 		$2.57M Sell
22,058
-1,086
-5% -$126K 0.39% 68
2016
Q2 		$2.7M Buy
23,144
+848
+4% +$97.4K 0.43% 61
2016
Q1 		$2.56M Sell
22,296
-7,739
-26% -$865K 0.21% 64
2015
Q4 		$3.29M Buy
30,035
+2,830
+10% +$313K 0.53% 43
2015
Q3 		$3.01M Sell
27,205
-10,842
-28% -$1.21M 0.48% 54
2015
Q2 		$4.26M Buy
38,047
+16,014
+73% +$1.81M 0.66% 32
2015
Q1 		$2.5M Sell
22,033
-14,037
-39% -$1.59M 0.4% 45
2014
Q4 		$4.04M Buy
+36,070
New +$4.07M 0.76% 25

Other funds holding TIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Frontier Wealth Management's TIP Position: Q2 2022 in Review

Frontier Wealth Management reduced its iShares TIPS Bond ETF (TIP) stake by 9.3% in Q2 2022, selling an estimated $148K and leaving 12,226 shares worth $1.39M. The position accounts for 0.1% of the portfolio, ranked #149.

Frontier Wealth Management first reported a position in TIP in Q4 2014 and has held it in 27 quarters since. The position peaked at $4.26M in Q2 2015. 1,292 funds tracked by Wall St. Rank hold TIP as of Q2 2022.

  • Frontier Wealth Management held 12,226 shares of iShares TIPS Bond ETF worth $1.39M as of Q2 2022.
  • Frontier Wealth Management sold 1,251 iShares TIPS Bond ETF shares in Q2 2022, an estimated $148K.
  • iShares TIPS Bond ETF made up 0.1% of Frontier Wealth Management's portfolio in Q2 2022, its #149 holding.
  • Frontier Wealth Management first reported a position in iShares TIPS Bond ETF in Q4 2014 and has held it in 27 quarters since.
  • Frontier Wealth Management's iShares TIPS Bond ETF position peaked at $4.26M in Q2 2015.
  • 1,292 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.