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Fulcrum Equity Management’s iShares TIPS Bond ETF TIP Stock Holding History

Fulcrum Equity 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
2021
Q4 		– Sell
-1,825
Closed -$233K – 205
2021
Q3 		$233K Sell
1,825
-406
-18% -$52.3K 0.09% 160
2021
Q2 		$286K Sell
2,231
-46
-2% -$5.84K 0.11% 152
2021
Q1 		$286K Sell
2,277
-4,967
-69% -$629K 0.11% 147
2020
Q4 		$925K Buy
7,244
+3,594
+98% +$453K 0.37% 66
2020
Q3 		$462K Buy
+3,650
New +$459K 0.21% 74
2019
Q4 		– Sell
-131
Closed -$15K – 212
2019
Q3 		$15K Buy
+131
New +$15.2K 0.01% 127

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 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fulcrum Equity Management's TIP Position: Q4 2021 in Review

Fulcrum Equity Management sold out of iShares TIPS Bond ETF (TIP) in Q4 2021, closing a stake of 1,825 shares — an estimated $233K sold.

Fulcrum Equity Management first reported a position in TIP in Q3 2019 and held it in 6 quarters. The position peaked at $925K in Q4 2020. 1,364 funds tracked by Wall St. Rank hold TIP as of Q4 2021.

  • Fulcrum Equity Management reported no remaining iShares TIPS Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Fulcrum Equity Management sold 1,825 iShares TIPS Bond ETF shares in Q4 2021, an estimated $233K.
  • Fulcrum Equity Management first reported a position in iShares TIPS Bond ETF in Q3 2019 and held it in 6 quarters.
  • Fulcrum Equity Management's iShares TIPS Bond ETF position peaked at $925K in Q4 2020.
  • 1,364 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2021.

Based on Fulcrum Equity Management's 13F filing for Q4 2021, filed 25 Jan 2022.