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Marino Stram & Associates’s iShares TIPS Bond ETF TIP Stock Holding History

Marino Stram & Associates’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 		– Sell
-3,175
Closed -$406K – 272
2021
Q2 		$406K Buy
+3,175
New +$403K 0.11% 149

Other funds holding TIP

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $374B AUM 17.66% 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 $377B AUM 19.32% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Marino Stram & Associates's TIP Position: Q3 2021 in Review

Marino Stram & Associates sold out of iShares TIPS Bond ETF (TIP) in Q3 2021, closing a stake of 3,175 shares — an estimated $406K sold.

Marino Stram & Associates first reported a position in TIP in Q2 2021 and held it in 1 quarter. The position peaked at $406K in Q2 2021. 1,187 funds tracked by Wall St. Rank hold TIP as of Q3 2021.

  • Marino Stram & Associates reported no remaining iShares TIPS Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Marino Stram & Associates sold 3,175 iShares TIPS Bond ETF shares in Q3 2021, an estimated $406K.
  • Marino Stram & Associates first reported a position in iShares TIPS Bond ETF in Q2 2021 and held it in 1 quarter.
  • Marino Stram & Associates's iShares TIPS Bond ETF position peaked at $406K in Q2 2021.
  • 1,187 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2021.

Based on Marino Stram & Associates's 13F filing for Q3 2021, filed 14 Oct 2021.