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Landsberg Bennett & Dubbaneh’s iShares TIPS Bond ETF TIP Stock Holding History

Landsberg Bennett & Dubbaneh’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 		$7.98M Sell
62,450
-2,019
-3% -$260K 1.02% 18
2021
Q2 		$8.24M Buy
64,469
+3,393
+6% +$431K 1.07% 18
2021
Q1 		$7.67M Buy
61,076
+10,605
+21% +$1.34M 1.1% 16
2020
Q4 		$6.44M Buy
+50,471
New +$6.37M 0.99% 21
2019
Q1 		– Sell
-37,127
Closed -$4.07M – 236
2018
Q4 		$4.07M Buy
+37,127
New +$4.05M 1.56% 6

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 $1.37T 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 $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Landsberg Bennett & Dubbaneh's TIP Position: Q3 2021 in Review

Landsberg Bennett & Dubbaneh reduced its iShares TIPS Bond ETF (TIP) stake by 3.1% in Q3 2021, selling an estimated $260K and leaving 62,450 shares worth $7.98M. The position accounts for 1.02% of the portfolio, ranked #18.

Landsberg Bennett & Dubbaneh first reported a position in TIP in Q4 2018 and has held it in 5 quarters since. The position peaked at $8.24M in Q2 2021. 1,188 funds tracked by Wall St. Rank hold TIP as of Q3 2021.

  • Landsberg Bennett & Dubbaneh held 62,450 shares of iShares TIPS Bond ETF worth $7.98M as of Q3 2021.
  • Landsberg Bennett & Dubbaneh sold 2,019 iShares TIPS Bond ETF shares in Q3 2021, an estimated $260K.
  • iShares TIPS Bond ETF made up 1.02% of Landsberg Bennett & Dubbaneh's portfolio in Q3 2021, its #18 holding.
  • Landsberg Bennett & Dubbaneh first reported a position in iShares TIPS Bond ETF in Q4 2018 and has held it in 5 quarters since.
  • Landsberg Bennett & Dubbaneh's iShares TIPS Bond ETF position peaked at $8.24M in Q2 2021.
  • 1,188 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2021.

Based on Landsberg Bennett & Dubbaneh's 13F filing for Q3 2021, filed 29 Oct 2021.