Mirsky Financial Management’s iShares TIPS Bond ETF TIP Stock Holding History

Mirsky Financial 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
2021 Q4	$4.48M	Buy	34,667 +459	+1%	+$59.2K	1.85%	19
2021 Q3	$4.37M	Buy	34,208 +1,143	+3%	+$147K	1.95%	18
2021 Q2	$4.23M	Buy	33,065 +3,399	+11%	+$432K	1.88%	18
2021 Q1	$3.72M	Buy	29,666 +1,746	+6%	+$221K	1.73%	24
2020 Q4	$3.56M	Buy	27,920 +1,394	+5%	+$176K	1.83%	23
2020 Q3	$3.35M	Buy	26,526 +750	+3%	+$94.2K	1.9%	23
2020 Q2	$3.17M	Buy	25,776 +7,666	+42%	+$932K	1.9%	23
2020 Q1	$2.14M	Buy	18,110 +1,803	+11%	+$212K	1.51%	20
2019 Q4	$1.9M	Buy	16,307 +1,141	+8%	+$133K	1.23%	20
2019 Q3	$1.76M	Buy	15,166 +819	+6%	+$95.1K	1.27%	21
2019 Q2	$1.66M	Buy	14,347 +313	+2%	+$35.6K	1.25%	22
2019 Q1	$1.59M	Sell	14,034 -362	-3%	-$40.2K	1.23%	22
2018 Q4	$1.58M	Buy	+14,396	New	+$1.57M	1.38%	17

Other funds holding TIP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mirsky Financial Management's TIP Position: Q4 2021 in Review

Mirsky Financial Management increased its iShares TIPS Bond ETF (TIP) stake by 1.3% in Q4 2021, buying an estimated $59.2K and bringing the position to 34,667 shares worth $4.48M. The position accounts for 1.85% of the portfolio, ranked #19.

Mirsky Financial Management first reported a position in TIP in Q4 2018 and has held it in 13 quarters since. 1,363 funds tracked by Wall St. Rank hold TIP as of Q4 2021.

Mirsky Financial Management held 34,667 shares of iShares TIPS Bond ETF worth $4.48M as of Q4 2021.
Mirsky Financial Management bought 459 iShares TIPS Bond ETF shares in Q4 2021, an estimated $59.2K.
iShares TIPS Bond ETF made up 1.85% of Mirsky Financial Management's portfolio in Q4 2021, its #19 holding.
Mirsky Financial Management first reported a position in iShares TIPS Bond ETF in Q4 2018 and has held it in 13 quarters since.
1,363 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2021.

Based on Mirsky Financial Management's 13F filing for Q4 2021, filed 8 Feb 2022.