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

HawsGoodwin 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
2021
Q4 		$1.76M Buy
13,598
+489
+4% +$63.1K 0.51% 47
2021
Q3 		$1.67M Buy
13,109
+1,315
+11% +$170K 0.51% 48
2021
Q2 		$1.51M Buy
+11,794
New +$1.5M 0.46% 53

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $666B AUM 30.12% 1-Year Est. Return

HawsGoodwin Investment Management's TIP Position: Q4 2021 in Review

HawsGoodwin Investment Management increased its iShares TIPS Bond ETF (TIP) stake by 3.7% in Q4 2021, buying an estimated $63.1K and bringing the position to 13,598 shares worth $1.76M. The position accounts for 0.51% of the portfolio, ranked #47.

HawsGoodwin Investment Management first reported a position in TIP in Q2 2021 and has held it in 3 quarters since. 1,363 funds tracked by Wall St. Rank hold TIP as of Q4 2021.

  • HawsGoodwin Investment Management held 13,598 shares of iShares TIPS Bond ETF worth $1.76M as of Q4 2021.
  • HawsGoodwin Investment Management bought 489 iShares TIPS Bond ETF shares in Q4 2021, an estimated $63.1K.
  • iShares TIPS Bond ETF made up 0.51% of HawsGoodwin Investment Management's portfolio in Q4 2021, its #47 holding.
  • HawsGoodwin Investment Management first reported a position in iShares TIPS Bond ETF in Q2 2021 and has held it in 3 quarters since.
  • 1,363 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2021.

Based on HawsGoodwin Investment Management's 13F filing for Q4 2021, filed 9 Feb 2022.