Jay D. Rosenbaum’s iShares TIPS Bond ETF TIP Stock Holding History

Jay D. Rosenbaum’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 Q2	–	Sell	-4,200	Closed	-$528K	–	45
2021 Q1	$528K	Hold	4,200	–	–	0.91%	41
2020 Q4	$536K	Hold	4,200	–	–	0.93%	41
2020 Q3	$532K	Hold	4,200	–	–	0.98%	42
2020 Q2	$516K	Hold	4,200	–	–	1.01%	38
2020 Q1	$496K	Hold	4,200	–	–	1.14%	36
2019 Q4	$490K	Hold	4,200	–	–	0.87%	43
2019 Q3	$488K	Hold	4,200	–	–	0.93%	42
2019 Q2	$486K	Hold	4,200	–	–	0.92%	44
2019 Q1	$474K	Hold	4,200	–	–	0.9%	45
2018 Q4	$460K	Hold	4,200	–	–	0.97%	43
2018 Q3	$464K	Hold	4,200	–	–	0.84%	44
2018 Q2	$474K	Hold	4,200	–	–	0.94%	40
2018 Q1	$474K	Hold	4,200	–	–	0.96%	37
2017 Q4	$480K	Hold	4,200	–	–	0.88%	38
2017 Q3	$478K	Hold	4,200	–	–	0.91%	39
2017 Q2	$476K	Hold	4,200	–	–	0.94%	40
2017 Q1	$482K	Hold	4,200	–	–	1.02%	35
2016 Q4	$476K	Hold	4,200	–	–	1.1%	35
2016 Q3	$490K	Hold	4,200	–	–	0.06%	32
2016 Q2	$490K	Hold	4,200	–	–	0.07%	31
2016 Q1	$482K	Hold	4,200	–	–	0.11%	32
2015 Q4	$460K	Hold	4,200	–	–	0.13%	30
2015 Q3	$464K	Hold	4,200	–	–	0.13%	30
2015 Q2	$470K	Hold	4,200	–	–	0.11%	31
2015 Q1	$478K	Hold	4,200	–	–	0.1%	31
2014 Q4	$470K	Buy	+4,200	New	+$474K	0.1%	32

Other funds holding TIP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jay D. Rosenbaum's TIP Position: Q2 2021 in Review

Jay D. Rosenbaum sold out of iShares TIPS Bond ETF (TIP) in Q2 2021, closing a stake of 4,200 shares — an estimated $528K sold.

Jay D. Rosenbaum first reported a position in TIP in Q4 2014 and held it in 26 quarters. The position peaked at $536K in Q4 2020. 1,139 funds tracked by Wall St. Rank hold TIP as of Q2 2021.

Jay D. Rosenbaum reported no remaining iShares TIPS Bond ETF position as of Q2 2021 after selling out during the quarter.
Jay D. Rosenbaum sold 4,200 iShares TIPS Bond ETF shares in Q2 2021, an estimated $528K.
Jay D. Rosenbaum first reported a position in iShares TIPS Bond ETF in Q4 2014 and held it in 26 quarters.
Jay D. Rosenbaum's iShares TIPS Bond ETF position peaked at $536K in Q4 2020.
1,139 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2021.

Based on Jay D. Rosenbaum's 13F filing for Q2 2021, filed 14 Jul 2021.