Leonard Rickey Investment Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Leonard Rickey Investment Advisors’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
2024 Q2	–	Sell	-1,961	Closed	-$211K	–	111
2024 Q1	$211K	Buy	+1,961	New	+$210K	0.05%	86
2022 Q4	–	Sell	-119,859	Closed	-$12.6M	–	70
2022 Q3	$12.6M	Buy	119,859 +1,799	+2%	+$204K	5.89%	5
2022 Q2	$13.4M	Buy	118,060 +47,113	+66%	+$5.59M	5.88%	5
2022 Q1	$8.84M	Sell	70,947 -11,952	-14%	-$1.5M	3.37%	8
2021 Q4	$10.7M	Buy	82,899 +40,480	+95%	+$5.22M	3.92%	7
2021 Q3	$5.42M	Buy	+42,419	New	+$5.47M	2.27%	8

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Leonard Rickey Investment Advisors's TIP Position: Q2 2024 in Review

Leonard Rickey Investment Advisors sold out of iShares TIPS Bond ETF (TIP) in Q2 2024, closing a stake of 1,961 shares — an estimated $211K sold.

Leonard Rickey Investment Advisors first reported a position in TIP in Q3 2021 and held it in 6 quarters. The position peaked at $13.4M in Q2 2022. 1,024 funds tracked by Wall St. Rank hold TIP as of Q2 2024.

Leonard Rickey Investment Advisors reported no remaining iShares TIPS Bond ETF position as of Q2 2024 after selling out during the quarter.
Leonard Rickey Investment Advisors sold 1,961 iShares TIPS Bond ETF shares in Q2 2024, an estimated $211K.
Leonard Rickey Investment Advisors first reported a position in iShares TIPS Bond ETF in Q3 2021 and held it in 6 quarters.
Leonard Rickey Investment Advisors's iShares TIPS Bond ETF position peaked at $13.4M in Q2 2022.
1,024 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2024.

Based on Leonard Rickey Investment Advisors's 13F filing for Q2 2024, filed 24 Jul 2024.