LFF
TIP icon

Level Four Financial’s iShares TIPS Bond ETF TIP Stock Holding History

Level Four Financial’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 		$330K Hold
2,581
– – 0.14% 189
2021
Q2 		$330K Hold
2,581
– – 0.14% 202
2021
Q1 		$324K Hold
2,581
– – 0.15% 184
2020
Q4 		$329K Buy
+2,581
New +$326K 0.14% 197

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 22.96% 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

Level Four Financial's TIP Position: Q3 2021 in Review

Level Four Financial held its iShares TIPS Bond ETF (TIP) position steady in Q3 2021 at 2,581 shares worth $330K. The position accounts for 0.14% of the portfolio, ranked #189.

Level Four Financial first reported a position in TIP in Q4 2020 and has held it in 4 quarters since. 1,189 funds tracked by Wall St. Rank hold TIP as of Q3 2021.

  • Level Four Financial held 2,581 shares of iShares TIPS Bond ETF worth $330K as of Q3 2021.
  • Level Four Financial left its iShares TIPS Bond ETF share count unchanged in Q3 2021.
  • iShares TIPS Bond ETF made up 0.14% of Level Four Financial's portfolio in Q3 2021, its #189 holding.
  • Level Four Financial first reported a position in iShares TIPS Bond ETF in Q4 2020 and has held it in 4 quarters since.
  • 1,189 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2021.

Based on Level Four Financial's 13F filing for Q3 2021, filed 12 Oct 2021.