JBA
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Johnson Bixby & Associates’s iShares TIPS Bond ETF TIP Stock Holding History

Johnson Bixby & Associates’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
-1,786
Closed -$231K – 95
2021
Q4 		$231K Buy
1,786
+16
+0.9% +$2.06K 0.06% 78
2021
Q3 		$226K Sell
1,770
-39
-2% -$5.03K 0.07% 73
2021
Q2 		$234K Sell
1,809
-115
-6% -$14.6K 0.07% 74
2021
Q1 		$241K Hold
1,924
– – 0.08% 69
2020
Q4 		$246K Buy
+1,924
New +$243K 0.08% 66

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
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

Johnson Bixby & Associates's TIP Position: Q1 2022 in Review

Johnson Bixby & Associates sold out of iShares TIPS Bond ETF (TIP) in Q1 2022, closing a stake of 1,786 shares — an estimated $231K sold.

Johnson Bixby & Associates first reported a position in TIP in Q4 2020 and held it in 5 quarters. The position peaked at $246K in Q4 2020. 1,342 funds tracked by Wall St. Rank hold TIP as of Q1 2022.

  • Johnson Bixby & Associates reported no remaining iShares TIPS Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Johnson Bixby & Associates sold 1,786 iShares TIPS Bond ETF shares in Q1 2022, an estimated $231K.
  • Johnson Bixby & Associates first reported a position in iShares TIPS Bond ETF in Q4 2020 and held it in 5 quarters.
  • Johnson Bixby & Associates's iShares TIPS Bond ETF position peaked at $246K in Q4 2020.
  • 1,342 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2022.

Based on Johnson Bixby & Associates's 13F filing for Q1 2022, filed 6 May 2022.