Hayden Royal’s iShares TIPS Bond ETF TIP Stock Holding History

Hayden Royal’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	$213K	Sell	1,646 -5	-0.3%	-$645	0.5%	70
2021 Q3	$211K	Sell	1,651 -1,265	-43%	-$163K	0.34%	81
2021 Q2	$373K	Sell	2,916 -1,395	-32%	-$177K	0.21%	112
2021 Q1	$541K	Buy	+4,311	New	+$546K	0.31%	77
2020 Q4	–	Sell	-6,815	Closed	-$862K	–	556
2020 Q3	$862K	Buy	6,815 +14	+0.2%	+$1.76K	0.46%	55
2020 Q2	$837K	Buy	6,801 +1,854	+37%	+$225K	0.47%	51
2020 Q1	$583K	Sell	4,947 -623	-11%	-$73.4K	0.34%	75
2019 Q4	$662K	Buy	5,570 +1,133	+26%	+$132K	0.34%	74
2019 Q3	$516K	Buy	4,437 +1,047	+31%	+$122K	0.45%	71
2019 Q2	$389K	Buy	3,390 +906	+36%	+$103K	0.41%	78
2019 Q1	$281K	Buy	2,484 +640	+35%	+$71K	0.37%	87
2018 Q4	$202K	Buy	+1,844	New	+$201K	0.1%	186

Other funds holding TIP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Hayden Royal's TIP Position: Q4 2021 in Review

Hayden Royal reduced its iShares TIPS Bond ETF (TIP) stake by 0.3% in Q4 2021, selling an estimated $645 and leaving 1,646 shares worth $213K. The position accounts for 0.5% of the portfolio, ranked #70.

Hayden Royal first reported a position in TIP in Q4 2018 and has held it in 12 quarters since. The position peaked at $862K in Q3 2020. 1,363 funds tracked by Wall St. Rank hold TIP as of Q4 2021.

Hayden Royal held 1,646 shares of iShares TIPS Bond ETF worth $213K as of Q4 2021.
Hayden Royal sold 5 iShares TIPS Bond ETF shares in Q4 2021, an estimated $645.
iShares TIPS Bond ETF made up 0.5% of Hayden Royal's portfolio in Q4 2021, its #70 holding.
Hayden Royal first reported a position in iShares TIPS Bond ETF in Q4 2018 and has held it in 12 quarters since.
Hayden Royal's iShares TIPS Bond ETF position peaked at $862K in Q3 2020.
1,363 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2021.

Based on Hayden Royal's 13F filing for Q4 2021, filed 7 Feb 2022.