Kings Point Capital Management’s iShares TIPS Bond ETF TIP Stock Holding History

Kings Point Capital Management’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	$131K	Hold	1,052	–	–	0.01%	241
2021 Q4	$136K	Buy	1,052 +494	+89%	+$63.7K	0.01%	262
2021 Q3	$71K	Hold	558	–	–	0.01%	316
2021 Q2	$71K	Hold	558	–	–	0.01%	313
2021 Q1	$70K	Sell	558 -80	-13%	-$10.1K	0.01%	305
2020 Q4	$81K	Buy	638 +200	+46%	+$25.2K	0.01%	271
2020 Q3	$55K	Hold	438	–	–	0.01%	306
2020 Q2	$54K	Hold	438	–	–	0.01%	273
2020 Q1	$52K	Buy	438 +210	+92%	+$24.7K	0.01%	276
2019 Q4	$27K	Hold	228	–	–	﹤0.01%	387
2019 Q3	$27K	Buy	228 +130	+133%	+$15.1K	﹤0.01%	363
2019 Q2	$11K	Buy	+98	New	+$11.1K	﹤0.01%	420

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

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

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

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

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

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

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

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

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

Kings Point Capital Management's TIP Position: Q1 2022 in Review

Kings Point Capital Management held its iShares TIPS Bond ETF (TIP) position steady in Q1 2022 at 1,052 shares worth $131K. The position accounts for 0.01% of the portfolio, ranked #241.

Kings Point Capital Management first reported a position in TIP in Q2 2019 and has held it in 12 quarters since. The position peaked at $136K in Q4 2021. 1,341 funds tracked by Wall St. Rank hold TIP as of Q1 2022.

Kings Point Capital Management held 1,052 shares of iShares TIPS Bond ETF worth $131K as of Q1 2022.
Kings Point Capital Management left its iShares TIPS Bond ETF share count unchanged in Q1 2022.
iShares TIPS Bond ETF made up 0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #241 holding.
Kings Point Capital Management first reported a position in iShares TIPS Bond ETF in Q2 2019 and has held it in 12 quarters since.
Kings Point Capital Management's iShares TIPS Bond ETF position peaked at $136K in Q4 2021.
1,341 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.