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Intrua Financial’s iShares TIPS Bond ETF TIP Stock Holding History

Intrua Financial’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
Q3 		– Sell
-3,948
Closed -$450K – 357
2022
Q2 		$450K Buy
3,948
+1,174
+42% +$139K 0.1% 228
2022
Q1 		$346K Sell
2,774
-2,784
-50% -$350K 0.06% 277
2021
Q4 		$718K Sell
5,558
-814
-13% -$105K 0.13% 163
2021
Q3 		$829K Buy
6,372
+2,142
+51% +$276K 0.15% 142
2021
Q2 		$546K Buy
+4,230
New +$537K 0.13% 155
2020
Q3 		– Sell
-1,645
Closed -$206K – 270
2020
Q2 		$206K Buy
+1,645
New +$200K 0.08% 224

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 22.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Intrua Financial's TIP Position: Q3 2022 in Review

Intrua Financial sold out of iShares TIPS Bond ETF (TIP) in Q3 2022, closing a stake of 3,948 shares — an estimated $450K sold.

Intrua Financial first reported a position in TIP in Q2 2020 and held it in 6 quarters. The position peaked at $829K in Q3 2021. 1,223 funds tracked by Wall St. Rank hold TIP as of Q3 2022.

  • Intrua Financial reported no remaining iShares TIPS Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Intrua Financial sold 3,948 iShares TIPS Bond ETF shares in Q3 2022, an estimated $450K.
  • Intrua Financial first reported a position in iShares TIPS Bond ETF in Q2 2020 and held it in 6 quarters.
  • Intrua Financial's iShares TIPS Bond ETF position peaked at $829K in Q3 2021.
  • 1,223 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2022.

Based on Intrua Financial's 13F filing for Q3 2022, filed 14 Nov 2022.