IF
TIP icon

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

Ironwood 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
2021
Q4 		– Sell
-63
Closed -$8K – 495
2021
Q3 		$8K Hold
63
– – ﹤0.01% 395
2021
Q2 		$8K Buy
63
+10
+19% +$1.27K ﹤0.01% 392
2021
Q1 		$7K Hold
53
– – ﹤0.01% 391
2020
Q4 		$7K Hold
53
– – ﹤0.01% 356
2020
Q3 		$7K Hold
53
– – ﹤0.01% 297
2020
Q2 		$7K Hold
53
– – ﹤0.01% 285
2020
Q1 		$6K Buy
+53
New +$6.24K ﹤0.01% 261

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

Ironwood Financial's TIP Position: Q4 2021 in Review

Ironwood Financial sold out of iShares TIPS Bond ETF (TIP) in Q4 2021, closing a stake of 63 shares — an estimated $8K sold.

Ironwood Financial first reported a position in TIP in Q1 2020 and held it in 7 quarters. The position peaked at $8K in Q3 2021. 1,364 funds tracked by Wall St. Rank hold TIP as of Q4 2021.

  • Ironwood Financial reported no remaining iShares TIPS Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Ironwood Financial sold 63 iShares TIPS Bond ETF shares in Q4 2021, an estimated $8K.
  • Ironwood Financial first reported a position in iShares TIPS Bond ETF in Q1 2020 and held it in 7 quarters.
  • Ironwood Financial's iShares TIPS Bond ETF position peaked at $8K in Q3 2021.
  • 1,364 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.