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Harbour Investment Management’s iShares TIPS Bond ETF TIP Stock Holding History

Harbour Investment 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
Q1 		– Sell
-1,581
Closed -$204K – 76
2021
Q4 		$204K Hold
1,581
– – 0.09% 75
2021
Q3 		$202K Hold
1,581
– – 0.1% 77
2021
Q2 		$202K Buy
+1,581
New +$201K 0.1% 85
2021
Q1 		– Sell
-1,580
Closed -$202K – 84
2020
Q4 		$202K Buy
+1,580
New +$199K 0.11% 74
2018
Q4 		– Sell
-3,830
Closed -$424K – 66
2018
Q3 		$424K Sell
3,830
-50
-1% -$5.58K 0.31% 56
2018
Q2 		$438K Sell
3,880
-200
-5% -$22.4K 0.34% 58
2018
Q1 		$461K Hold
4,080
– – 0.34% 61
2017
Q4 		$465K Hold
4,080
– – 0.33% 63
2017
Q3 		$463K Sell
4,080
-120
-3% -$13.7K 0.32% 63
2017
Q2 		$476K Hold
4,200
– – 0.35% 62
2017
Q1 		$482K Sell
4,200
-200
-5% -$22.8K 0.36% 63
2016
Q4 		$498K Sell
4,400
-1,100
-20% -$126K 0.38% 62
2016
Q3 		$641K Hold
5,500
– – 0.49% 63
2016
Q2 		$642K Sell
5,500
-150
-3% -$17.2K 0.49% 64
2016
Q1 		$648K Sell
5,650
-200
-3% -$22.3K 0.5% 65
2015
Q4 		$642K Sell
5,850
-20
-0.3% -$2.21K 0.5% 66
2015
Q3 		$650K Hold
5,870
– – 0.52% 68
2015
Q2 		$658K Sell
5,870
-300
-5% -$33.9K 0.49% 67
2015
Q1 		$843K Sell
6,170
-1,000
-14% -$113K 0.62% 64
2014
Q4 		$780K Hold
7,170
– – 0.49% 68
2014
Q3 		$804K Sell
7,170
-300
-4% -$34.3K 0.54% 68
2014
Q2 		$862K Sell
7,470
-50
-0.7% -$5.69K 0.55% 69
2014
Q1 		$843K Hold
7,520
– – 0.55% 68
2013
Q4 		$826K Sell
7,520
-2,730
-27% -$305K 0.55% 67
2013
Q3 		$1.15M Sell
10,250
-125
-1% -$13.9K 0.8% 57
2013
Q2 		$1.16M Buy
+10,375
New +$1.23M 0.85% 54

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 $424B AUM 22.94% 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

Harbour Investment Management's TIP Position: Q1 2022 in Review

Harbour Investment Management sold out of iShares TIPS Bond ETF (TIP) in Q1 2022, closing a stake of 1,581 shares — an estimated $204K sold.

Harbour Investment Management first reported a position in TIP in Q2 2013 and held it in 26 quarters. The position peaked at $1.16M in Q2 2013. 1,342 funds tracked by Wall St. Rank hold TIP as of Q1 2022.

  • Harbour Investment Management reported no remaining iShares TIPS Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Harbour Investment Management sold 1,581 iShares TIPS Bond ETF shares in Q1 2022, an estimated $204K.
  • Harbour Investment Management first reported a position in iShares TIPS Bond ETF in Q2 2013 and held it in 26 quarters.
  • Harbour Investment Management's iShares TIPS Bond ETF position peaked at $1.16M in Q2 2013.
  • 1,342 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2022.

Based on Harbour Investment Management's 13F filing for Q1 2022, filed 16 May 2022.