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Miramar Capital’s iShares TIPS Bond ETF TIP Stock Holding History

Miramar Capital’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
Q2 		– Sell
-2,160
Closed -$238K – 90
2023
Q1 		$238K Sell
2,160
-900
-29% -$97.4K 0.06% 74
2022
Q4 		$326K Hold
3,060
– – 0.09% 70
2022
Q3 		$323K Sell
3,060
-7,245
-70% -$820K 0.09% 70
2022
Q2 		$1.17M Buy
10,305
+149
+1% +$17.7K 0.33% 38
2022
Q1 		$1.26M Buy
10,156
+4,581
+82% +$576K 0.35% 42
2021
Q4 		$720K Buy
+5,575
New +$719K 0.24% 39

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Miramar Capital's TIP Position: Q2 2023 in Review

Miramar Capital sold out of iShares TIPS Bond ETF (TIP) in Q2 2023, closing a stake of 2,160 shares — an estimated $238K sold.

Miramar Capital first reported a position in TIP in Q4 2021 and held it in 6 quarters. The position peaked at $1.26M in Q1 2022. 1,075 funds tracked by Wall St. Rank hold TIP as of Q2 2023.

  • Miramar Capital reported no remaining iShares TIPS Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Miramar Capital sold 2,160 iShares TIPS Bond ETF shares in Q2 2023, an estimated $238K.
  • Miramar Capital first reported a position in iShares TIPS Bond ETF in Q4 2021 and held it in 6 quarters.
  • Miramar Capital's iShares TIPS Bond ETF position peaked at $1.26M in Q1 2022.
  • 1,075 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2023.

Based on Miramar Capital's 13F filing for Q2 2023, filed 11 Aug 2023.