KCA
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Karn Couzens & Associates’s iShares TIPS Bond ETF TIP Stock Holding History

Karn Couzens & 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 		$1.21M Buy
9,717
+4,822
+99% +$607K 0.77% 25
2021
Q4 		$632K Buy
4,895
+2,918
+148% +$376K 0.43% 33
2021
Q3 		$252K Buy
1,977
+40
+2% +$5.16K 0.19% 67
2021
Q2 		$248K Buy
+1,937
New +$246K 0.19% 63

Other funds holding TIP

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $374B AUM 17.66% 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 $40.6B AUM 25.18% 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 $377B AUM 19.32% 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

Karn Couzens & Associates's TIP Position: Q1 2022 in Review

Karn Couzens & Associates increased its iShares TIPS Bond ETF (TIP) stake by 99% in Q1 2022, buying an estimated $607K and bringing the position to 9,717 shares worth $1.21M. The position accounts for 0.77% of the portfolio, ranked #25.

Karn Couzens & Associates first reported a position in TIP in Q2 2021 and has held it in 4 quarters since. 1,341 funds tracked by Wall St. Rank hold TIP as of Q1 2022.

  • Karn Couzens & Associates held 9,717 shares of iShares TIPS Bond ETF worth $1.21M as of Q1 2022.
  • Karn Couzens & Associates bought 4,822 iShares TIPS Bond ETF shares in Q1 2022, an estimated $607K.
  • iShares TIPS Bond ETF made up 0.77% of Karn Couzens & Associates's portfolio in Q1 2022, its #25 holding.
  • Karn Couzens & Associates first reported a position in iShares TIPS Bond ETF in Q2 2021 and has held it in 4 quarters since.
  • 1,341 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2022.

Based on Karn Couzens & Associates's 13F filing for Q1 2022, filed 19 Apr 2022.