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Minot Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History

Minot Wealth 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
Q1 		– Sell
-1,817
Closed -$235K – 223
2021
Q4 		$235K Buy
1,817
+5
+0.3% +$645 0.05% 178
2021
Q3 		$231K Hold
1,812
– – 0.05% 181
2021
Q2 		$232K Sell
1,812
-100
-5% -$12.7K 0.05% 179
2021
Q1 		$240K Hold
1,912
– – 0.06% 162
2020
Q4 		$244K Hold
1,912
– – 0.07% 137
2020
Q3 		$242K Buy
1,912
+255
+15% +$32K 0.09% 122
2020
Q2 		$204K Buy
+1,657
New +$201K 0.1% 107

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
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Minot Wealth Management's TIP Position: Q1 2022 in Review

Minot Wealth Management sold out of iShares TIPS Bond ETF (TIP) in Q1 2022, closing a stake of 1,817 shares — an estimated $235K sold.

Minot Wealth Management first reported a position in TIP in Q2 2020 and held it in 7 quarters. The position peaked at $244K in Q4 2020. 1,341 funds tracked by Wall St. Rank hold TIP as of Q1 2022.

  • Minot Wealth Management reported no remaining iShares TIPS Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Minot Wealth Management sold 1,817 iShares TIPS Bond ETF shares in Q1 2022, an estimated $235K.
  • Minot Wealth Management first reported a position in iShares TIPS Bond ETF in Q2 2020 and held it in 7 quarters.
  • Minot Wealth Management's iShares TIPS Bond ETF position peaked at $244K in Q4 2020.
  • 1,341 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2022.

Based on Minot Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.