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

McKinley 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
2022
Q3 		– Sell
-6,282
Closed -$716K – 176
2022
Q2 		$716K Buy
6,282
+2,196
+54% +$260K 0.09% 144
2022
Q1 		$509K Buy
4,086
+1,635
+67% +$206K 0.05% 161
2021
Q4 		$317K Buy
2,451
+94
+4% +$12.1K 0.03% 168
2021
Q3 		$301K Sell
2,357
-20
-0.8% -$2.58K 0.03% 171
2021
Q2 		$304K Buy
+2,377
New +$302K 0.02% 174
2017
Q2 		– Sell
-154
Closed -$18K – 564
2017
Q1 		$18K Hold
154
– – ﹤0.01% 437
2016
Q4 		$17K Buy
+154
New +$17.6K ﹤0.01% 460

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

McKinley Capital Management's TIP Position: Q3 2022 in Review

McKinley Capital Management sold out of iShares TIPS Bond ETF (TIP) in Q3 2022, closing a stake of 6,282 shares — an estimated $716K sold.

McKinley Capital Management first reported a position in TIP in Q4 2016 and held it in 7 quarters. The position peaked at $716K in Q2 2022. 1,221 funds tracked by Wall St. Rank hold TIP as of Q3 2022.

  • McKinley Capital Management reported no remaining iShares TIPS Bond ETF position as of Q3 2022 after selling out during the quarter.
  • McKinley Capital Management sold 6,282 iShares TIPS Bond ETF shares in Q3 2022, an estimated $716K.
  • McKinley Capital Management first reported a position in iShares TIPS Bond ETF in Q4 2016 and held it in 7 quarters.
  • McKinley Capital Management's iShares TIPS Bond ETF position peaked at $716K in Q2 2022.
  • 1,221 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2022.

Based on McKinley Capital Management's 13F filing for Q3 2022, filed 14 Nov 2022.