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Hochman Cole Investment Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Hochman Cole Investment Advisors’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
Q3 		$797K Buy
6,245
+1,710
+38% +$220K 0.31% 61
2021
Q2 		$581K Sell
4,535
-107
-2% -$13.6K 0.23% 69
2021
Q1 		$583K Sell
4,642
-261
-5% -$33K 0.24% 68
2020
Q4 		$626K Buy
+4,903
New +$618K 0.27% 61

Other funds holding TIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Hochman Cole Investment Advisors's TIP Position: Q3 2021 in Review

Hochman Cole Investment Advisors increased its iShares TIPS Bond ETF (TIP) stake by 38% in Q3 2021, buying an estimated $220K and bringing the position to 6,245 shares worth $797K. The position accounts for 0.31% of the portfolio, ranked #61.

Hochman Cole Investment Advisors first reported a position in TIP in Q4 2020 and has held it in 4 quarters since. 1,189 funds tracked by Wall St. Rank hold TIP as of Q3 2021.

  • Hochman Cole Investment Advisors held 6,245 shares of iShares TIPS Bond ETF worth $797K as of Q3 2021.
  • Hochman Cole Investment Advisors bought 1,710 iShares TIPS Bond ETF shares in Q3 2021, an estimated $220K.
  • iShares TIPS Bond ETF made up 0.31% of Hochman Cole Investment Advisors's portfolio in Q3 2021, its #61 holding.
  • Hochman Cole Investment Advisors first reported a position in iShares TIPS Bond ETF in Q4 2020 and has held it in 4 quarters since.
  • 1,189 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2021.

Based on Hochman Cole Investment Advisors's 13F filing for Q3 2021, filed 20 Oct 2021.