JTC Employer Solutions Trustee’s iShares TIPS Bond ETF TIP Stock Holding History

JTC Employer Solutions Trustee’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 Q2	–	Sell	-1,404	Closed	-$175K	–	305
2022 Q1	$175K	Hold	1,404	–	–	0.02%	122
2021 Q4	$181K	Hold	1,404	–	–	0.02%	120
2021 Q3	$179K	Hold	1,404	–	–	0.02%	116
2021 Q2	$156K	Buy	+1,404	New	+$178K	0.02%	121

Other funds holding TIP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JTC Employer Solutions Trustee's TIP Position: Q2 2022 in Review

JTC Employer Solutions Trustee sold out of iShares TIPS Bond ETF (TIP) in Q2 2022, closing a stake of 1,404 shares — an estimated $175K sold.

JTC Employer Solutions Trustee first reported a position in TIP in Q2 2021 and held it in 4 quarters. The position peaked at $181K in Q4 2021. 1,291 funds tracked by Wall St. Rank hold TIP as of Q2 2022.

JTC Employer Solutions Trustee reported no remaining iShares TIPS Bond ETF position as of Q2 2022 after selling out during the quarter.
JTC Employer Solutions Trustee sold 1,404 iShares TIPS Bond ETF shares in Q2 2022, an estimated $175K.
JTC Employer Solutions Trustee first reported a position in iShares TIPS Bond ETF in Q2 2021 and held it in 4 quarters.
JTC Employer Solutions Trustee's iShares TIPS Bond ETF position peaked at $181K in Q4 2021.
1,291 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2022.

Based on JTC Employer Solutions Trustee's 13F filing for Q2 2022, filed 22 Jul 2022.