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Laffer Tengler Investments’s iShares TIPS Bond ETF TIP Stock Holding History

Laffer Tengler Investments’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
Q3 		– Sell
-51
Closed -$6.53K – 496
2021
Q2 		$6.53K Buy
+51
New +$6.48K ﹤0.01% 310
2020
Q3 		– Sell
-200
Closed -$24.6K – 271
2020
Q2 		$24.6K Hold
200
– – 0.01% 230
2020
Q1 		$23.6K Hold
200
– – 0.02% 125
2019
Q4 		$23.3K Hold
200
– – 0.02% 134
2019
Q3 		$23.3K Hold
200
– – 0.02% 100
2019
Q2 		$23.1K Hold
200
– – 0.02% 98
2019
Q1 		$22.6K Hold
200
– – 0.01% 188
2018
Q4 		$21.9K Hold
200
– – 0.01% 183
2018
Q3 		$22.1K Hold
200
– – 0.01% 191
2018
Q2 		$22.6K Hold
200
– – 0.01% 195
2018
Q1 		$22.6K Hold
200
– – 0.01% 193
2017
Q4 		$22.8K Hold
200
– – 0.01% 208
2017
Q3 		$22.7K Hold
200
– – 0.01% 204
2017
Q2 		$22.7K Hold
200
– – 0.01% 211
2017
Q1 		$22.9K Hold
200
– – 0.01% 211
2016
Q4 		$22.6K Sell
200
-299
-60% -$34.1K 0.01% 214
2016
Q3 		$58.1K Hold
499
– – 0.02% 205
2016
Q2 		$58.2K Buy
499
+68
+16% +$7.81K 0.02% 202
2016
Q1 		$49.4K Buy
+431
New +$48.1K 0.01% 208
2015
Q4 		– Hold
0
– – – 206
2015
Q3 		– Sell
-4,556
Closed -$508K – 211
2015
Q2 		$511K Sell
4,556
-73
-2% -$8.25K 0.12% 195
2015
Q1 		$526K Buy
+4,629
New +$525K 0.07% 176
2014
Q4 		– Sell
-7,331
Closed -$828K – 175
2014
Q3 		$822K Buy
7,331
+67
+0.9% +$7.66K 0.12% 175
2014
Q2 		$838K Sell
7,264
-1,873
-20% -$213K 0.13% 176
2014
Q1 		$1.02M Sell
9,137
-174
-2% -$19.5K 0.16% 178
2013
Q4 		$1.02M Buy
+9,311
New +$1.04M 0.17% 180
2013
Q3 		– Sell
-14,784
Closed -$1.65M – 176
2013
Q2 		$1.66M Buy
+14,784
New +$1.75M 0.32% 124

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 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
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Laffer Tengler Investments's TIP Position: Q3 2021 in Review

Laffer Tengler Investments sold out of iShares TIPS Bond ETF (TIP) in Q3 2021, closing a stake of 51 shares — an estimated $6.53K sold.

Laffer Tengler Investments first reported a position in TIP in Q2 2013 and held it in 26 quarters. The position peaked at $1.66M in Q2 2013. 1,189 funds tracked by Wall St. Rank hold TIP as of Q3 2021.

  • Laffer Tengler Investments reported no remaining iShares TIPS Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Laffer Tengler Investments sold 51 iShares TIPS Bond ETF shares in Q3 2021, an estimated $6.53K.
  • Laffer Tengler Investments first reported a position in iShares TIPS Bond ETF in Q2 2013 and held it in 26 quarters.
  • Laffer Tengler Investments's iShares TIPS Bond ETF position peaked at $1.66M in Q2 2013.
  • 1,189 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2021.

Based on Laffer Tengler Investments's 13F filing for Q3 2021, filed 16 Nov 2021.