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Leelyn Smith’s iShares TIPS Bond ETF TIP Stock Holding History

Leelyn Smith’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
2023
Q1 		– Sell
-143
Closed -$15.2K – 396
2022
Q4 		$15.2K Hold
143
– – ﹤0.01% 286
2022
Q3 		$15K Buy
143
+115
+411% +$13K 0.01% 260
2022
Q2 		$3K Sell
28
-1
-3% -$119 ﹤0.01% 354
2022
Q1 		$4K Sell
29
-10
-26% -$1.26K ﹤0.01% 320
2021
Q4 		$5K Sell
39
-2
-5% -$258 ﹤0.01% 326
2021
Q3 		$5K Sell
41
-3
-7% -$387 ﹤0.01% 321
2021
Q2 		$6K Sell
44
-2
-4% -$254 ﹤0.01% 310
2021
Q1 		$6K Buy
46
+22
+92% +$2.79K ﹤0.01% 326
2020
Q4 		$3K Hold
24
– – ﹤0.01% 326
2020
Q3 		$3K Sell
24
-41
-63% -$5.15K ﹤0.01% 310
2020
Q2 		$8K Buy
65
+27
+71% +$3.28K ﹤0.01% 339
2020
Q1 		$4K Sell
38
-64
-63% -$7.54K ﹤0.01% 298
2019
Q4 		$12K Buy
+102
New +$11.9K 0.01% 253

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Leelyn Smith's TIP Position: Q1 2023 in Review

Leelyn Smith sold out of iShares TIPS Bond ETF (TIP) in Q1 2023, closing a stake of 143 shares — an estimated $15.2K sold.

Leelyn Smith first reported a position in TIP in Q4 2019 and held it in 13 quarters. The position peaked at $15.2K in Q4 2022. 1,113 funds tracked by Wall St. Rank hold TIP as of Q1 2023.

  • Leelyn Smith reported no remaining iShares TIPS Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Leelyn Smith sold 143 iShares TIPS Bond ETF shares in Q1 2023, an estimated $15.2K.
  • Leelyn Smith first reported a position in iShares TIPS Bond ETF in Q4 2019 and held it in 13 quarters.
  • Leelyn Smith's iShares TIPS Bond ETF position peaked at $15.2K in Q4 2022.
  • 1,113 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2023.

Based on Leelyn Smith's 13F filing for Q1 2023, filed 12 May 2023.