MONECO Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

MONECO Advisors’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	–	Sell	-1,738	Closed	-$222K	–	270
2021 Q3	$222K	Buy	+1,738	New	+$224K	0.09%	229

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

MONECO Advisors's TIP Position: Q4 2021 in Review

MONECO Advisors sold out of iShares TIPS Bond ETF (TIP) in Q4 2021, closing a stake of 1,738 shares — an estimated $222K sold.

MONECO Advisors first reported a position in TIP in Q3 2021 and held it in 1 quarter. The position peaked at $222K in Q3 2021. 1,363 funds tracked by Wall St. Rank hold TIP as of Q4 2021.

MONECO Advisors reported no remaining iShares TIPS Bond ETF position as of Q4 2021 after selling out during the quarter.
MONECO Advisors sold 1,738 iShares TIPS Bond ETF shares in Q4 2021, an estimated $222K.
MONECO Advisors first reported a position in iShares TIPS Bond ETF in Q3 2021 and held it in 1 quarter.
MONECO Advisors's iShares TIPS Bond ETF position peaked at $222K in Q3 2021.
1,363 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2021.

Based on MONECO Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.