MCM
TIP icon

Manchester Capital Management’s iShares TIPS Bond ETF TIP Stock Holding History

Manchester Capital Management’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
Q4 		– Sell
-200
Closed -$20.7K – 1082
2023
Q3 		$20.7K Hold
200
– – ﹤0.01% 521
2023
Q2 		$21.5K Hold
200
– – ﹤0.01% 493
2023
Q1 		$22.1K Sell
200
-466
-70% -$50.4K ﹤0.01% 490
2022
Q4 		$70.9K Hold
666
– – 0.01% 351
2022
Q3 		$70K Hold
666
– – 0.01% 335
2022
Q2 		$76K Hold
666
– – 0.01% 335
2022
Q1 		$83K Hold
666
– – 0.01% 362
2021
Q4 		$86K Buy
666
+266
+67% +$34.3K 0.01% 359
2021
Q3 		$51K Sell
400
-90
-18% -$11.6K 0.01% 428
2021
Q2 		$63K Hold
490
– – 0.01% 364
2021
Q1 		$61K Buy
490
+90
+23% +$11.4K 0.01% 366
2020
Q4 		$51K Hold
400
– – 0.01% 370
2020
Q3 		$51K Hold
400
– – 0.01% 334
2020
Q2 		$49K Hold
400
– – 0.01% 370
2020
Q1 		$47K Hold
400
– – 0.01% 363
2019
Q4 		$44K Buy
+400
New +$46.5K ﹤0.01% 380
2016
Q3 		– Sell
-2,500
Closed -$292K – 529
2016
Q2 		$292K Hold
2,500
– – 0.04% 162
2016
Q1 		$287K Hold
2,500
– – 0.04% 165
2015
Q4 		$274K Hold
2,500
– – 0.04% 180
2015
Q3 		$277K Hold
2,500
– – 0.05% 160
2015
Q2 		$280K Hold
2,500
– – 0.04% 174
2015
Q1 		$283K Sell
2,500
-3,450
-58% -$391K 0.04% 168
2014
Q4 		$666K Sell
5,950
-315
-5% -$35.6K 0.08% 110
2014
Q3 		$702K Hold
6,265
– – 0.09% 96
2014
Q2 		$723K Sell
6,265
-500
-7% -$56.9K 0.1% 98
2014
Q1 		$758K Buy
6,765
+500
+8% +$55.9K 0.12% 88
2013
Q4 		$689K Sell
6,265
-764
-11% -$85.3K 0.11% 99
2013
Q3 		$791K Hold
7,029
– – 0.14% 77
2013
Q2 		$787K Buy
+7,029
New +$832K 0.15% 69

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Manchester Capital Management's TIP Position: Q4 2023 in Review

Manchester Capital Management sold out of iShares TIPS Bond ETF (TIP) in Q4 2023, closing a stake of 200 shares — an estimated $20.7K sold.

Manchester Capital Management first reported a position in TIP in Q2 2013 and held it in 29 quarters. The position peaked at $791K in Q3 2013. 1,102 funds tracked by Wall St. Rank hold TIP as of Q4 2023.

  • Manchester Capital Management reported no remaining iShares TIPS Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Manchester Capital Management sold 200 iShares TIPS Bond ETF shares in Q4 2023, an estimated $20.7K.
  • Manchester Capital Management first reported a position in iShares TIPS Bond ETF in Q2 2013 and held it in 29 quarters.
  • Manchester Capital Management's iShares TIPS Bond ETF position peaked at $791K in Q3 2013.
  • 1,102 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2023.

Based on Manchester Capital Management's 13F filing for Q4 2023, filed 8 Feb 2024.