HT
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HighTower Trust’s iShares TIPS Bond ETF TIP Stock Holding History

HighTower Trust’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
2023
Q1 		$253K Hold
2,344
– – 0.02% 197
2022
Q4 		$249K Hold
2,344
– – 0.02% 197
2022
Q3 		$246K Buy
+2,344
New +$265K 0.03% 195
2022
Q2 		– Sell
-17,704
Closed -$2.21M – 311
2022
Q1 		$2.21M Buy
17,704
+5,446
+44% +$685K 0.21% 70
2021
Q4 		$1.58M Buy
+12,258
New +$1.58M 0.15% 79

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

HighTower Trust's TIP Position: Q1 2023 in Review

HighTower Trust held its iShares TIPS Bond ETF (TIP) position steady in Q1 2023 at 2,344 shares worth $253K. The position accounts for 0.02% of the portfolio, ranked #197.

HighTower Trust first reported a position in TIP in Q4 2021 and has held it in 5 quarters since. The position peaked at $2.21M in Q1 2022. 1,113 funds tracked by Wall St. Rank hold TIP as of Q1 2023.

  • HighTower Trust held 2,344 shares of iShares TIPS Bond ETF worth $253K as of Q1 2023.
  • HighTower Trust left its iShares TIPS Bond ETF share count unchanged in Q1 2023.
  • iShares TIPS Bond ETF made up 0.02% of HighTower Trust's portfolio in Q1 2023, its #197 holding.
  • HighTower Trust first reported a position in iShares TIPS Bond ETF in Q4 2021 and has held it in 5 quarters since.
  • HighTower Trust's iShares TIPS Bond ETF position peaked at $2.21M in Q1 2022.
  • 1,113 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2023.

Based on HighTower Trust's 13F filing for Q1 2023, filed 21 Apr 2023.