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Girard Partners’s iShares TIPS Bond ETF TIP Stock Holding History

Girard Partners’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
Q4 		– Sell
-2,822
Closed -$296K – 265
2022
Q3 		$296K Sell
2,822
-296
-9% -$33.5K 0.04% 202
2022
Q2 		$355K Sell
3,118
-113
-3% -$13.4K 0.05% 181
2022
Q1 		$402K Buy
3,231
+8
+0.2% +$1.01K 0.04% 181
2021
Q4 		$416K Buy
+3,223
New +$416K 0.05% 184
2018
Q4 		– Sell
-783
Closed -$86K – 768
2018
Q3 		$86K Sell
783
-2,198
-74% -$246K 0.02% 359
2018
Q2 		$336K Buy
2,981
+114
+4% +$12.8K 0.06% 204
2018
Q1 		$324K Buy
2,867
+459
+19% +$51.7K 0.08% 185
2017
Q4 		$275K Buy
2,408
+101
+4% +$11.5K 0.05% 223
2017
Q3 		$262K Buy
2,307
+362
+19% +$41.2K 0.05% 213
2017
Q2 		$221K Buy
+1,945
New +$222K 0.05% 238

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Girard Partners's TIP Position: Q4 2022 in Review

Girard Partners sold out of iShares TIPS Bond ETF (TIP) in Q4 2022, closing a stake of 2,822 shares — an estimated $296K sold.

Girard Partners first reported a position in TIP in Q2 2017 and held it in 10 quarters. The position peaked at $416K in Q4 2021. 1,219 funds tracked by Wall St. Rank hold TIP as of Q4 2022.

  • Girard Partners reported no remaining iShares TIPS Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Girard Partners sold 2,822 iShares TIPS Bond ETF shares in Q4 2022, an estimated $296K.
  • Girard Partners first reported a position in iShares TIPS Bond ETF in Q2 2017 and held it in 10 quarters.
  • Girard Partners's iShares TIPS Bond ETF position peaked at $416K in Q4 2021.
  • 1,219 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2022.

Based on Girard Partners's 13F filing for Q4 2022, filed 26 Jan 2023.