HFS
TIP icon

Horizon Financial Services’s iShares TIPS Bond ETF TIP Stock Holding History

Horizon Financial Services’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
-36
Closed -$4.65K – 109
2021
Q4 		$4.65K Sell
36
-939
-96% -$121K ﹤0.01% 107
2021
Q3 		$124K Sell
975
-6,543
-87% -$844K 0.08% 69
2021
Q2 		$962K Sell
7,518
-12,479
-62% -$1.59M 0.7% 36
2021
Q1 		$2.51M Buy
19,997
+382
+2% +$48.4K 2.2% 11
2020
Q4 		$2.5M Buy
19,615
+460
+2% +$58K 2.27% 11
2020
Q3 		$2.42M Buy
+19,155
New +$2.41M 2.35% 10

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
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Horizon Financial Services's TIP Position: Q1 2022 in Review

Horizon Financial Services sold out of iShares TIPS Bond ETF (TIP) in Q1 2022, closing a stake of 36 shares — an estimated $4.65K sold.

Horizon Financial Services first reported a position in TIP in Q3 2020 and held it in 6 quarters. The position peaked at $2.51M in Q1 2021. 1,341 funds tracked by Wall St. Rank hold TIP as of Q1 2022.

  • Horizon Financial Services reported no remaining iShares TIPS Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Horizon Financial Services sold 36 iShares TIPS Bond ETF shares in Q1 2022, an estimated $4.65K.
  • Horizon Financial Services first reported a position in iShares TIPS Bond ETF in Q3 2020 and held it in 6 quarters.
  • Horizon Financial Services's iShares TIPS Bond ETF position peaked at $2.51M in Q1 2021.
  • 1,341 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2022.

Based on Horizon Financial Services's 13F filing for Q1 2022, filed 27 Apr 2022.