IDBONY
TIP icon

Israel Discount Bank of New York’s iShares TIPS Bond ETF TIP Stock Holding History

Israel Discount Bank of New York’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
-17,481
Closed -$2.26M – 88
2021
Q4 		$2.26M Buy
17,481
+634
+4% +$81.8K 1.4% 16
2021
Q3 		$2.15M Buy
+16,847
New +$2.17M 1.46% 15
2021
Q1 		$1.91M Sell
15,206
-2,364
-13% -$299K 1.47% 14
2020
Q4 		$2.24M Sell
17,570
-11,422
-39% -$1.44M 1.64% 14
2020
Q3 		$3.67M Buy
28,992
+1,769
+6% +$222K 2.38% 9
2020
Q2 		$3.35M Buy
27,223
+5,191
+24% +$631K 2.28% 10
2020
Q1 		$2.6M Buy
22,032
+1,392
+7% +$164K 1.99% 12
2019
Q4 		$2.41M Buy
20,640
+3,414
+20% +$397K 1.58% 16
2019
Q3 		$2M Buy
17,226
+989
+6% +$115K 1.47% 16
2019
Q2 		$1.88M Sell
16,237
-508
-3% -$57.8K 1.42% 15
2019
Q1 		$1.89M Sell
16,745
-3,564
-18% -$395K 1.29% 12
2018
Q4 		$2.22M Sell
20,309
-3,465
-15% -$378K 1.71% 10
2018
Q3 		$2.63M Sell
23,774
-8,527
-26% -$952K 1.72% 10
2018
Q2 		$3.65M Buy
32,301
+2,394
+8% +$269K 2.4% 8
2018
Q1 		$3.38M Buy
29,907
+1,352
+5% +$152K 2.25% 8
2017
Q4 		$3.26M Buy
28,555
+6,409
+29% +$729K 2.26% 8
2017
Q3 		$2.52M Buy
22,146
+3,265
+17% +$372K 1.88% 9
2017
Q2 		$2.14M Buy
18,881
+4,913
+35% +$561K 1.72% 9
2017
Q1 		$1.6M Buy
13,968
+3,491
+33% +$398K 1.31% 14
2016
Q4 		$1.19M Buy
+10,477
New +$1.2M 1.07% 18

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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $1.9T AUM 41.92% 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 $666B AUM 30.12% 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 $530B AUM 22.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Israel Discount Bank of New York's TIP Position: Q1 2022 in Review

Israel Discount Bank of New York sold out of iShares TIPS Bond ETF (TIP) in Q1 2022, closing a stake of 17,481 shares — an estimated $2.26M sold.

Israel Discount Bank of New York first reported a position in TIP in Q4 2016 and held it in 20 quarters. The position peaked at $3.67M in Q3 2020. 1,342 funds tracked by Wall St. Rank hold TIP as of Q1 2022.

  • Israel Discount Bank of New York reported no remaining iShares TIPS Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Israel Discount Bank of New York sold 17,481 iShares TIPS Bond ETF shares in Q1 2022, an estimated $2.26M.
  • Israel Discount Bank of New York first reported a position in iShares TIPS Bond ETF in Q4 2016 and held it in 20 quarters.
  • Israel Discount Bank of New York's iShares TIPS Bond ETF position peaked at $3.67M in Q3 2020.
  • 1,342 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2022.

Based on Israel Discount Bank of New York's 13F filing for Q1 2022, filed 8 Apr 2022.